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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 | $27,036 | $99,995-73.0% | $85,063-68.2% | $145,978-81.5% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.3pp | 80.3%-51.1pp |
| Annual return | 13.35% | 83.99%-70.6pp | 66.54%-53.2pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,227 | $5,295-76.8% | $4,523-72.9% | $6,690-81.7% |
| Admin fee / account holder | $1,009 | $7,255-86.1% | $6,155-83.6% | $13,400-92.5% |