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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 | $12,839 | $72,426-82.3% | $67,560-81.0% | $145,897-91.2% |
| Participation rate | 58.3% | 76.9%-18.6pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 11.92% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,140 | $4,785-55.3% | $4,004-46.6% | $6,689-68.0% |
| Admin fee / account holder | $1,093 | $5,514-80.2% | $3,994-72.6% | $13,390-91.8% |