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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 | $26,370 | $208,088-87.3% | $186,193-85.8% | $154,746-83.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 23.92% | 89.97%-66.1pp | 78.03%-54.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,675 | $7,078-5.7% | $6,513+2.5% | $6,730-0.8% |
| Admin fee / account holder | $3,729 | $11,698-68.1% | $11,058-66.3% | $14,365-74.0% |