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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 | $30,507 | $176,402-82.7% | $134,162-77.3% | $158,982-80.8% |
| Participation rate | 45.5% | 78.7%-33.3pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 10.82% | 63.66%-52.8pp | 36.35%-25.5pp | 302.99%-292.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,000 | $4,093-75.6% | $3,500-71.4% | $5,983-83.3% |
| Admin fee / account holder | $1,291 | $8,719-85.2% | $6,685-80.7% | $11,252-88.5% |