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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 | $20,539 | $111,814-81.6% | $93,654-78.1% | $145,959-85.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.46% | 203.30%-183.8pp | 133.34%-113.9pp | 561.95%-542.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,467 | $4,914+51.9% | $4,413+69.2% | $6,689+11.6% |
| Admin fee / account holder | $1,208 | $10,246-88.2% | $8,282-85.4% | $13,398-91.0% |