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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 | $26,866 | $125,184-78.5% | $105,607-74.6% | $145,884-81.6% |
| Participation rate | 36.4% | 77.6%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 10.76% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,132 | $5,714-27.7% | $5,011-17.5% | $6,690-38.2% |
| Admin fee / account holder | $6,398 | $17,133-62.7% | $10,958-41.6% | $13,392-52.2% |