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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 | $22,664 | $106,003-78.6% | $92,236-75.4% | $147,585-84.6% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 20.27% | 50.05%-29.8pp | 176.29%-156.0pp | 578.57%-558.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,274 | $4,478-4.6% | $3,897+9.7% | $5,439-21.4% |
| Admin fee / account holder | $4,853 | $6,333-23.4% | $5,194-6.6% | $10,885-55.4% |