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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 | $86,960 | $157,304-44.7% | $141,197-38.4% | $152,909-43.1% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 17.94% | 64.34%-46.4pp | 71.41%-53.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,713 | $5,263-29.5% | $4,736-21.6% | $4,764-22.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,243 | $12,126+91.7% | $10,265+126.4% | $11,601+100.4% |