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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 | $18,426 | $88,710-79.2% | $81,783-77.5% | $145,959-87.4% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 14.33% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,211 | $4,645-30.9% | $4,320-25.7% | $6,689-52.0% |
| Admin fee / account holder | $868 | $8,407-89.7% | $7,380-88.2% | $13,398-93.5% |