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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 | $26,636 | $81,358-67.3% | $155,556-82.9% | $80,959-67.1% |
| Participation rate | 31.0% | 66.3%-35.2pp | 78.2%-47.2pp | 67.7%-36.6pp |
| Annual return | 137.35% | 33.39%+104.0pp | 64.84%+72.5pp | 35.67%+101.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,175 | $3,455-8.1% | $5,631-43.6% | $4,300-26.2% |
| Admin fee / account holder | $1,422 | $7,994-82.2% | $15,885-91.1% | $6,925-79.5% |