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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 | $14,622 | $76,368-80.9% | $67,681-78.4% | $154,746-90.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.91% | 1066.77%-1050.9pp | 590.58%-574.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,274 | $4,824-32.1% | $3,976-17.6% | $6,730-51.3% |
| Admin fee / account holder | $2,834 | $8,559-66.9% | $6,100-53.5% | $14,365-80.3% |