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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 | $25,615 | $166,131-84.6% | $164,975-84.5% | $145,877-82.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 10.72% | 100.37%-89.7pp | 70.12%-59.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,948 | $6,962-43.3% | $6,033-34.6% | $6,691-41.0% |
| Admin fee / account holder | $3,058 | $16,648-81.6% | $12,688-75.9% | $13,402-77.2% |