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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 | $28,250 | $89,370-68.4% | $141,197-80.0% | $72,976-61.3% |
| Participation rate | 59.7% | 75.1%-15.5pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 19.69% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,882 | $5,419-9.9% | $6,710-27.3% | $3,608+35.3% |
| Admin fee / account holder | $5,875 | $5,957-1.4% | $10,265-42.8% | $5,124+14.7% |