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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 | $44,246 | $208,088-78.7% | $186,193-76.2% | $154,746-71.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 55.59% | 89.97%-34.4pp | 78.03%-22.4pp | 172.34%-116.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,064 | $7,078-28.5% | $6,513-22.3% | $6,730-24.8% |
| Admin fee / account holder | $26,492 | $11,698+126.5% | $11,058+139.6% | $14,365+84.4% |