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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 | $24,988 | $166,268-85.0% | $165,100-84.9% | $145,897-82.9% |
| Participation rate | 26.7% | 82.0%-55.4pp | 78.6%-52.0pp | 80.3%-53.6pp |
| Annual return | 14.20% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,679 | $6,964+24.6% | $6,035+43.8% | $6,689+29.7% |
| Admin fee / account holder | $557 | $16,659-96.7% | $12,696-95.6% | $13,390-95.8% |