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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 | $28,648 | $148,582-80.7% | $135,942-78.9% | $139,456-79.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.31% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,640 | $8,101-5.7% | $7,759-1.5% | $6,711+13.8% |
| Admin fee / account holder | $2,153 | $12,402-82.6% | $10,764-80.0% | $11,407-81.1% |