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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 | $10,175 | $72,071-85.9% | $68,368-85.1% | $137,256-92.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 29.58% | 353.14%-323.6pp | 292.57%-263.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,632 | $4,410+73.1% | $4,123+85.1% | $6,407+19.1% |
| Admin fee / account holder | $3,166 | $5,336-40.7% | $5,150-38.5% | $12,270-74.2% |