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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 | $28,509 | $107,944-73.6% | $91,994-69.0% | $152,885-81.4% |
| Participation rate | 60.9% | 81.2%-20.3pp | 78.6%-17.8pp | 82.5%-21.6pp |
| Annual return | 15.55% | 89.26%-73.7pp | 69.03%-53.5pp | 345.39%-329.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,316 | $6,365+14.9% | $5,923+23.5% | $5,851+25.0% |
| Admin fee / account holder | $347 | $10,521-96.7% | $7,743-95.5% | $11,598-97.0% |