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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 | $42,093 | $105,198-60.0% | $159,455-73.6% | $85,856-51.0% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.4pp |
| Annual return | 19.12% | 45.08%-26.0pp | 263.63%-244.5pp | 318.58%-299.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,173 | $5,946+104.7% | $7,353+65.6% | $3,952+208.0% |
| Admin fee / account holder | $2,677 | $6,934-61.4% | $10,800-75.2% | $6,261-57.2% |