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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 | $38,008 | $211,946-82.1% | $169,452-77.6% | $135,380-71.9% |
| Participation rate | 31.6% | 82.6%-51.1pp | 77.8%-46.2pp | 82.6%-51.1pp |
| Annual return | 95.86% | 3.26%+92.6pp | 1.83%+94.0pp | 519.81%-423.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,221 | $6,075-30.5% | $5,277-20.0% | $5,609-24.7% |
| Admin fee / account holder | $7,100 | $11,472-38.1% | $9,110-22.1% | $10,828-34.4% |