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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 | $33,093 | $93,373-64.6% | $152,473-78.3% | $85,847-61.5% |
| Participation rate | 60.3% | 70.1%-9.7pp | 78.2%-17.8pp | 69.3%-9.0pp |
| Annual return | 26.87% | 21.84%+5.0pp | 757.59%-730.7pp | 318.61%-291.7pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,326-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,236 | $4,550-6.9% | $5,817-27.2% | $3,952+7.2% |
| Admin fee / account holder | $4,193 | $13,853-69.7% | $15,811-73.5% | $6,261-33.0% |