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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 | $28,920 | $95,580-69.7% | $76,872-62.4% | $139,466-79.3% |
| Participation rate | 26.7% | 74.0%-47.3pp | 69.6%-42.9pp | 80.3%-53.7pp |
| Annual return | 65.53% | 55.00%+10.5pp | 37.90%+27.6pp | 373.66%-308.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,291 | $4,623-50.4% | $3,832-40.2% | $6,712-65.9% |
| Admin fee / account holder | $1,472 | $8,302-82.3% | $5,476-73.1% | $11,409-87.1% |