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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 | $20,931 | $162,529-87.1% | $130,788-84.0% | $154,746-86.5% |
| Participation rate | 34.8% | 75.9%-41.1pp | 70.1%-35.3pp | 80.7%-45.9pp |
| Annual return | 9.99% | 510.48%-500.5pp | 386.44%-376.4pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $951 | $4,808-80.2% | $4,137-77.0% | $6,730-85.9% |
| Admin fee / account holder | $731 | $7,669-90.5% | $6,673-89.0% | $14,365-94.9% |