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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 | $26,661 | $105,160-74.6% | $94,679-71.8% | $139,456-80.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 23.39% | 38.04%-14.7pp | 156.75%-133.4pp | 373.45%-350.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,396 | $7,599+50.0% | $7,417+53.6% | $6,711+69.8% |
| Admin fee / account holder | $2,852 | $8,988-68.3% | $7,233-60.6% | $11,407-75.0% |