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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 | $8,139 | $154,754-94.7% | $124,206-93.4% | $138,895-94.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 24.57% | 709.28%-684.7pp | 515.27%-490.7pp | 145.39%-120.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,092 | $4,621-54.7% | $3,968-47.3% | $6,396-67.3% |
| Admin fee / account holder | $415 | $6,690-93.8% | $5,929-93.0% | $12,562-96.7% |