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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 | $25,341 | $89,364-71.6% | $141,177-82.1% | $72,983-65.3% |
| Participation rate | 54.7% | 75.1%-20.5pp | 82.5%-27.8pp | 69.5%-14.8pp |
| Annual return | 52.42% | 111.86%-59.4pp | 71.40%-19.0pp | 81.01%-28.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,994 | $5,419+47.5% | $6,710+19.1% | $3,608+121.6% |
| Admin fee / account holder | $3,020 | $5,959-49.3% | $10,263-70.6% | $5,124-41.1% |