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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 | $44,327 | $112,131-60.5% | $95,964-53.8% | $158,982-72.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 25.79% | 171.19%-145.4pp | 91.64%-65.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,307 | $4,784+94.5% | $4,167+123.4% | $5,983+55.5% |
| Admin fee / account holder | $1,972 | $10,136-80.5% | $6,797-71.0% | $11,252-82.5% |