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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 | $27,871 | $109,967-74.7% | $97,197-71.3% | $145,877-80.9% |
| Participation rate | 45.0% | 76.0%-31.0pp | 72.7%-27.7pp | 80.3%-35.3pp |
| Annual return | 16.44% | 244.27%-227.8pp | 75.47%-59.0pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,851 | $4,676+67.9% | $4,263+84.2% | $6,691+17.3% |
| Admin fee / account holder | $8,867 | $6,199+43.0% | $5,637+57.3% | $13,402-33.8% |