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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 | $24,279 | $149,040-83.7% | $120,225-79.8% | $137,256-82.3% |
| Participation rate | 10.0% | 75.4%-65.4pp | 69.6%-59.6pp | 80.0%-70.0pp |
| Annual return | 19.14% | 605.68%-586.5pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $649 | $4,655-86.1% | $3,999-83.8% | $6,407-89.9% |
| Admin fee / account holder | $813 | $6,348-87.2% | $5,696-85.7% | $12,270-93.4% |