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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 | $26,480 | $183,592-85.6% | $155,567-83.0% | $145,959-81.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 14.20% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,600 | $6,464-44.3% | $5,628-36.0% | $6,689-46.2% |
| Admin fee / account holder | $1,230 | $19,318-93.6% | $15,916-92.3% | $13,398-90.8% |