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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 | $25,006 | $112,121-77.7% | $95,960-73.9% | $158,966-84.3% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 28.55% | 171.16%-142.6pp | 91.63%-63.1pp | 302.95%-274.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,048 | $4,784+47.3% | $4,167+69.2% | $5,983+17.8% |
| Admin fee / account holder | $1,044 | $10,135-89.7% | $6,797-84.6% | $11,250-90.7% |