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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 | $110,093-74.7% | $97,295-71.4% | $145,897-80.9% |
| Participation rate | 45.0% | 75.9%-30.9pp | 72.7%-27.7pp | 80.3%-35.3pp |
| Annual return | 16.44% | 244.76%-228.3pp | 75.62%-59.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,851 | $4,678+67.8% | $4,264+84.1% | $6,689+17.4% |
| Admin fee / account holder | $8,867 | $6,212+42.7% | $5,646+57.0% | $13,390-33.8% |