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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 | $27,704 | $105,210-73.7% | $159,487-82.6% | $85,851-67.7% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.8%-20.7pp | 69.3%-7.2pp |
| Annual return | 16.75% | 45.08%-28.3pp | 263.71%-247.0pp | 318.63%-301.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,551 | $5,946+10.2% | $7,354-10.9% | $3,952+65.8% |
| Admin fee / account holder | $2,530 | $6,934-63.5% | $10,804-76.6% | $6,261-59.6% |