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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 | $68,344 | $102,429-33.3% | $147,096-53.5% | $80,925-15.5% |
| Participation rate | 45.3% | 75.9%-30.5pp | 82.2%-36.9pp | 67.7%-22.3pp |
| Annual return | 18.59% | 135.02%-116.4pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,315 | $6,649-5.0% | $8,071-21.8% | $4,299+46.9% |
| Admin fee / account holder | $11,943 | $7,957+50.1% | $13,005-8.2% | $6,940+72.1% |