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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 | $33,673 | $111,785-69.9% | $93,669-64.1% | $145,877-76.9% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 21.57% | 203.79%-182.2pp | 133.59%-112.0pp | 551.28%-529.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,520 | $4,919-48.8% | $4,416-42.9% | $6,691-62.3% |
| Admin fee / account holder | $462 | $10,256-95.5% | $8,291-94.4% | $13,402-96.6% |