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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 | $25,078 | $132,634-81.1% | $115,768-78.3% | $137,256-81.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 13.45% | 160.70%-147.2pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,149 | $5,619-8.4% | $4,917+4.7% | $6,407-19.6% |
| Admin fee / account holder | $3,694 | $15,028-75.4% | $12,439-70.3% | $12,270-69.9% |