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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 | $22,612 | $208,088-89.1% | $186,193-87.9% | $154,746-85.4% |
| Participation rate | 31.3% | 80.0%-48.7pp | 77.1%-45.9pp | 80.7%-49.5pp |
| Annual return | 55.01% | 89.97%-35.0pp | 78.03%-23.0pp | 172.34%-117.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,915 | $7,078-44.7% | $6,513-39.9% | $6,730-41.8% |
| Admin fee / account holder | $1,021 | $11,698-91.3% | $11,058-90.8% | $14,365-92.9% |