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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 | $15,972 | $107,941-85.2% | $91,994-82.6% | $152,897-89.6% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 43.41% | 89.28%-45.9pp | 69.04%-25.6pp | 345.43%-302.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,294 | $6,366-48.3% | $5,924-44.4% | $5,851-43.7% |
| Admin fee / account holder | $6,877 | $10,521-34.6% | $7,744-11.2% | $11,599-40.7% |