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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 | $4,956 | $70,366-93.0% | $66,674-92.6% | $138,895-96.4% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.7%-46.4pp | 79.9%-52.6pp |
| Annual return | 24.61% | 386.41%-361.8pp | 321.24%-296.6pp | 145.39%-120.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $822 | $4,374-81.2% | $4,084-79.9% | $6,396-87.1% |
| Admin fee / account holder | $520 | $5,262-90.1% | $5,098-89.8% | $12,562-95.9% |