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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 | $102,429-68.0% | $147,096-77.7% | $80,925-59.5% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 13.13% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,518 | $6,649+13.1% | $8,071-6.8% | $4,299+74.9% |
| Admin fee / account holder | $1,393 | $7,957-82.5% | $13,005-89.3% | $6,940-79.9% |