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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 | $36,696 | $125,184-70.7% | $105,607-65.3% | $145,884-74.8% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 20.37% | 225.00%-204.6pp | 116.11%-95.7pp | 551.85%-531.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,358 | $5,714-58.7% | $5,011-53.0% | $6,690-64.8% |
| Admin fee / account holder | $1,471 | $17,133-91.4% | $10,958-86.6% | $13,392-89.0% |