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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 | $166,131-85.0% | $164,975-84.9% | $145,877-82.9% |
| Participation rate | 26.7% | 82.0%-55.3pp | 78.6%-51.9pp | 80.3%-53.6pp |
| Annual return | 14.20% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,679 | $6,962+24.7% | $6,033+43.8% | $6,691+29.7% |
| Admin fee / account holder | $557 | $16,648-96.7% | $12,688-95.6% | $13,402-95.8% |