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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 | $32,573 | $102,595-68.3% | $94,057-65.4% | $154,746-79.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 11.83% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,348 | $5,118-73.7% | $4,709-71.4% | $6,730-80.0% |
| Admin fee / account holder | $2,183 | $7,736-71.8% | $7,244-69.9% | $14,365-84.8% |