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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 | $70,633 | $106,894-33.9% | $84,016-15.9% | $152,870-53.8% |
| Participation rate | 65.0% | 75.2%-10.2pp | 69.0%-4.0pp | 82.4%-17.4pp |
| Annual return | 19.35% | 104.99%-85.6pp | 71.31%-52.0pp | 345.34%-326.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,597 | $4,011-35.3% | $3,239-19.8% | $5,850-55.6% |
| Admin fee / account holder | $10,412 | $8,286+25.7% | $6,101+70.7% | $11,597-10.2% |