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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 | $24,279 | $105,158-76.9% | $94,672-74.4% | $139,487-82.6% |
| Participation rate | 61.9% | 82.4%-20.5pp | 80.8%-18.9pp | 80.3%-18.4pp |
| Annual return | 23.81% | 38.11%-14.3pp | 156.89%-133.1pp | 373.84%-350.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,823 | $7,599+29.3% | $7,417+32.4% | $6,713+46.3% |
| Admin fee / account holder | $5,569 | $8,972-37.9% | $7,222-22.9% | $11,407-51.2% |