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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 | $27,184 | $105,200-74.2% | $159,474-83.0% | $85,847-68.3% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 12.81% | 45.08%-32.3pp | 263.68%-250.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,065 | $5,946+2.0% | $7,353-17.5% | $3,952+53.5% |
| Admin fee / account holder | $1,558 | $6,934-77.5% | $10,802-85.6% | $6,261-75.1% |