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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 | $5,742 | $149,040-96.1% | $120,225-95.2% | $137,256-95.8% |
| Participation rate | 52.6% | 75.4%-22.8pp | 69.6%-16.9pp | 80.0%-27.3pp |
| Annual return | 13.52% | 605.68%-592.2pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $820 | $4,655-82.4% | $3,999-79.5% | $6,407-87.2% |
| Admin fee / account holder | $351 | $6,348-94.5% | $5,696-93.8% | $12,270-97.1% |