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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 | $8,312 | $88,778-90.6% | $81,844-89.8% | $145,884-94.3% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 10.82% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,263 | $4,648-72.8% | $4,323-70.8% | $6,690-81.1% |
| Admin fee / account holder | $1,677 | $8,430-80.1% | $7,355-77.2% | $13,392-87.5% |