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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,715 | $102,393-71.0% | $147,041-79.8% | $80,911-63.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 15.73% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,923 | $6,647-25.9% | $8,071-39.0% | $4,297+14.6% |
| Admin fee / account holder | $1,729 | $7,943-78.2% | $13,006-86.7% | $6,935-75.1% |