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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 | $27,617 | $107,941-74.4% | $91,994-70.0% | $152,897-81.9% |
| Participation rate | 43.8% | 81.2%-37.4pp | 78.6%-34.9pp | 82.5%-38.7pp |
| Annual return | 16.52% | 89.28%-72.8pp | 69.04%-52.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,934 | $6,366-69.6% | $5,924-67.4% | $5,851-67.0% |
| Admin fee / account holder | $608 | $10,521-94.2% | $7,744-92.1% | $11,599-94.8% |