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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 | $30,291 | $157,296-80.7% | $141,191-78.5% | $152,897-80.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 24.86% | 64.34%-39.5pp | 71.41%-46.5pp | 345.43%-320.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,082 | $7,111-42.6% | $6,710-39.2% | $5,851-30.2% |
| Admin fee / account holder | $2,759 | $12,125-77.2% | $10,264-73.1% | $11,599-76.2% |