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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 | $21,865 | $107,363-79.6% | $92,909-76.5% | $152,897-85.7% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 79.37% | 145.63%-66.3pp | 109.44%-30.1pp | 345.43%-266.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,800 | $4,848-42.2% | $4,238-33.9% | $5,851-52.1% |
| Admin fee / account holder | $307 | $7,082-95.7% | $5,795-94.7% | $11,599-97.4% |