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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 | $8,821 | $72,071-87.8% | $68,368-87.1% | $137,256-93.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.31% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,162 | $4,410-73.6% | $4,123-71.8% | $6,407-81.9% |
| Admin fee / account holder | $1,981 | $5,336-62.9% | $5,150-61.5% | $12,270-83.9% |