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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 | $16,174 | $88,778-81.8% | $81,844-80.2% | $145,884-88.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.66% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,058 | $4,648-55.7% | $4,323-52.4% | $6,690-69.2% |
| Admin fee / account holder | $1,205 | $8,430-85.7% | $7,355-83.6% | $13,392-91.0% |