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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 | $5,750 | $72,071-92.0% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 21.08% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,148 | $4,410-51.3% | $4,123-47.9% | $6,407-66.5% |
| Admin fee / account holder | $703 | $5,336-86.8% | $5,150-86.4% | $12,270-94.3% |