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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 | $45,396 | $102,385-55.7% | $147,080-69.1% | $80,935-43.9% |
| Participation rate | 26.5% | 75.9%-49.3pp | 82.2%-55.7pp | 67.7%-41.1pp |
| Annual return | 23.92% | 135.09%-111.2pp | 420.17%-396.3pp | 35.66%-11.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,065 | $6,651-23.8% | $8,066-37.2% | $4,299+17.8% |
| Admin fee / account holder | $9,409 | $7,951+18.3% | $12,989-27.6% | $6,924+35.9% |