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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 | $44,524 | $152,612-70.8% | $125,192-64.4% | $152,897-70.9% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 25.32% | 54.85%-29.5pp | 43.79%-18.5pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,652 | $5,868+81.5% | $4,937+115.8% | $5,851+82.1% |
| Admin fee / account holder | $958 | $13,437-92.9% | $9,704-90.1% | $11,599-91.7% |