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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 | $23,469 | $109,411-78.5% | $89,435-73.8% | $158,982-85.2% |
| Participation rate | 53.3% | 74.3%-20.9pp | 68.0%-14.7pp | 82.0%-28.6pp |
| Annual return | 29.45% | 345.68%-316.2pp | 245.55%-216.1pp | 302.99%-273.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,626 | $4,600+87.5% | $3,890+121.7% | $5,983+44.2% |
| Admin fee / account holder | $597 | $6,159-90.3% | $4,884-87.8% | $11,252-94.7% |