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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 | $15,071 | $90,691-83.4% | $76,119-80.2% | $145,884-89.7% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-22.0pp |
| Annual return | 13.73% | 624.52%-610.8pp | 361.25%-347.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,998 | $5,167-42.0% | $4,259-29.6% | $6,690-55.2% |
| Admin fee / account holder | $1,224 | $8,383-85.4% | $6,421-80.9% | $13,392-90.9% |