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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 | $102,385-33.2% | $147,080-53.5% | $80,935-15.6% |
| Participation rate | 45.3% | 75.9%-30.6pp | 82.2%-36.9pp | 67.7%-22.3pp |
| Annual return | 18.59% | 135.09%-116.5pp | 420.17%-401.6pp | 35.66%-17.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,315 | $6,651-5.0% | $8,066-21.7% | $4,299+46.9% |
| Admin fee / account holder | $11,943 | $7,951+50.2% | $12,989-8.1% | $6,924+72.5% |