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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 | $24,396 | $149,040-83.6% | $120,225-79.7% | $137,256-82.2% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 12.49% | 605.68%-593.2pp | 439.23%-426.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,518 | $4,655+18.6% | $3,999+38.0% | $6,407-13.9% |
| Admin fee / account holder | $2,614 | $6,348-58.8% | $5,696-54.1% | $12,270-78.7% |