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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 | $38,847 | $105,200-63.1% | $159,474-75.6% | $85,847-54.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.7pp | 69.3%-4.2pp |
| Annual return | 30.31% | 45.08%-14.8pp | 263.68%-233.4pp | 318.61%-288.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,490 | $5,946+93.2% | $7,353+56.3% | $3,952+190.7% |
| Admin fee / account holder | $2,876 | $6,934-58.5% | $10,802-73.4% | $6,261-54.1% |