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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 | $33,807 | $148,582-77.2% | $135,942-75.1% | $139,456-75.8% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 27.59% | 79.26%-51.7pp | 68.28%-40.7pp | 373.45%-345.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,722 | $8,101-29.4% | $7,759-26.3% | $6,711-14.7% |
| Admin fee / account holder | $3,357 | $12,402-72.9% | $10,764-68.8% | $11,407-70.6% |