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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 | $32,748 | $102,422-68.0% | $147,117-77.7% | $80,959-59.5% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 13.13% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,518 | $6,652+13.0% | $8,065-6.8% | $4,300+74.8% |
| Admin fee / account holder | $1,393 | $7,953-82.5% | $12,993-89.3% | $6,925-79.9% |