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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 | $35,466 | $166,268-78.7% | $165,100-78.5% | $145,897-75.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 8.76% | 100.52%-91.8pp | 70.21%-61.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,517 | $6,964-63.9% | $6,035-58.3% | $6,689-62.4% |
| Admin fee / account holder | $3,677 | $16,659-77.9% | $12,696-71.0% | $13,390-72.5% |