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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 | $62,602 | $102,429-38.9% | $147,096-57.4% | $80,925-22.6% |
| Participation rate | 39.0% | 75.9%-36.9pp | 82.2%-43.2pp | 67.7%-28.7pp |
| Annual return | 13.08% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,323 | $6,649-19.9% | $8,071-34.0% | $4,299+23.8% |
| Admin fee / account holder | $21,264 | $7,957+167.2% | $13,005+63.5% | $6,940+206.4% |