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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 | $25,875 | $98,760-73.8% | $149,710-82.7% | $79,860-67.6% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 46.44% | 27.43%+19.0pp | 276.63%-230.2pp | 31.72%+14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,397 | $5,681+30.2% | $6,842+8.1% | $3,740+97.8% |
| Admin fee / account holder | $5,504 | $6,053-9.1% | $9,309-40.9% | $5,306+3.7% |