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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 | $19,033 | $149,040-87.2% | $120,225-84.2% | $137,256-86.1% |
| Participation rate | 47.8% | 75.4%-27.6pp | 69.6%-21.8pp | 80.0%-32.1pp |
| Annual return | 18.16% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,721 | $4,655-63.0% | $3,999-57.0% | $6,407-73.1% |
| Admin fee / account holder | $479 | $6,348-92.5% | $5,696-91.6% | $12,270-96.1% |