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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 | $65,535 | $52,353+25.2% | $120,225-45.5% | $82,448-20.5% |
| Participation rate | 28.6% | 58.3%-29.7pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 15.67% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,176 | $2,627-17.2% | $3,999-45.6% | $4,139-47.4% |
| Admin fee / account holder | $638 | $4,363-85.4% | $5,696-88.8% | $7,234-91.2% |