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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 | $40,830 | $111,785-63.5% | $93,669-56.4% | $145,877-72.0% |
| Participation rate | 21.4% | 74.2%-52.8pp | 68.7%-47.3pp | 80.3%-58.9pp |
| Annual return | 14.81% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,463 | $4,919-70.3% | $4,416-66.9% | $6,691-78.1% |
| Admin fee / account holder | $3,015 | $10,256-70.6% | $8,291-63.6% | $13,402-77.5% |