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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 | $31,288 | $105,200-70.3% | $159,474-80.4% | $85,847-63.6% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.8%-34.3pp | 69.3%-20.7pp |
| Annual return | 15.39% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,226 | $5,946+38.3% | $7,353+11.9% | $3,952+108.1% |
| Admin fee / account holder | $2,757 | $6,934-60.2% | $10,802-74.5% | $6,261-56.0% |