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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 | $36,035 | $111,878-67.8% | $93,727-61.6% | $145,897-75.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 20.30% | 204.28%-184.0pp | 133.83%-113.5pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,598 | $4,920+13.8% | $4,417+26.7% | $6,689-16.3% |
| Admin fee / account holder | $584 | $10,256-94.3% | $8,292-93.0% | $13,390-95.6% |