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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 | $51,511 | $102,385-49.7% | $147,080-65.0% | $80,935-36.4% |
| Participation rate | 38.8% | 75.9%-37.1pp | 82.2%-43.4pp | 67.7%-28.9pp |
| Annual return | 12.38% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,048 | $6,651-24.1% | $8,066-37.4% | $4,299+17.4% |
| Admin fee / account holder | $2,693 | $7,951-66.1% | $12,989-79.3% | $6,924-61.1% |