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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 | $27,137 | $102,422-73.5% | $147,117-81.6% | $80,959-66.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 30.76% | 135.16%-104.4pp | 420.54%-389.8pp | 35.67%-4.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,187 | $6,652-52.1% | $8,065-60.5% | $4,300-25.9% |
| Admin fee / account holder | $349 | $7,953-95.6% | $12,993-97.3% | $6,925-95.0% |