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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 | $36,095 | $89,370-59.6% | $141,197-74.4% | $72,976-50.5% |
| Participation rate | 53.7% | 75.1%-21.5pp | 82.5%-28.8pp | 69.5%-15.8pp |
| Annual return | 21.23% | 111.88%-90.6pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,130 | $5,419-5.3% | $6,710-23.5% | $3,608+42.2% |
| Admin fee / account holder | $4,364 | $5,957-26.7% | $10,265-57.5% | $5,124-14.8% |