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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 | $27,712 | $197,819-86.0% | $155,789-82.2% | $125,389-77.9% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | 1.82% | 86.73%-84.9pp | 71.54%-69.7pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,637 | $5,631+0.1% | $4,798+17.5% | $5,352+5.3% |
| Admin fee / account holder | $3,475 | $9,544-63.6% | $7,477-53.5% | $9,541-63.6% |