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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 | $27,930 | $148,582-81.2% | $135,942-79.5% | $139,456-80.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 27.21% | 79.26%-52.0pp | 68.28%-41.1pp | 373.45%-346.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,628 | $8,101-5.8% | $7,759-1.7% | $6,711+13.7% |
| Admin fee / account holder | $1,614 | $12,402-87.0% | $10,764-85.0% | $11,407-85.8% |