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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 | $14,461 | $105,160-86.2% | $94,679-84.7% | $139,456-89.6% |
| Participation rate | 55.6% | 82.4%-26.8pp | 80.8%-25.3pp | 80.3%-24.8pp |
| Annual return | 23.08% | 38.04%-15.0pp | 156.75%-133.7pp | 373.45%-350.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,262 | $7,599-57.1% | $7,417-56.0% | $6,711-51.4% |
| Admin fee / account holder | $2,630 | $8,988-70.7% | $7,233-63.6% | $11,407-76.9% |