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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 | $111,785-67.8% | $93,669-61.5% | $145,877-75.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 20.30% | 203.79%-183.5pp | 133.59%-113.3pp | 551.28%-531.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,598 | $4,919+13.8% | $4,416+26.8% | $6,691-16.3% |
| Admin fee / account holder | $584 | $10,256-94.3% | $8,291-93.0% | $13,402-95.6% |