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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 | $58,520 | $85,171-31.3% | $172,753-66.1% | $72,976-19.8% |
| Participation rate | 24.4% | 70.1%-45.7pp | 82.6%-58.3pp | 69.5%-45.1pp |
| Annual return | 24.87% | 27.32%-2.5pp | 803.00%-778.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,344 | $3,260-28.1% | $5,198-54.9% | $3,608-35.0% |
| Admin fee / account holder | $4,819 | $5,880-18.0% | $13,956-65.5% | $5,124-5.9% |