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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 | $12,887 | $73,518-82.5% | $63,003-79.5% | $147,585-91.3% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.8%-21.0pp | 82.8%-29.0pp |
| Annual return | 15.88% | 175.46%-159.6pp | 87.59%-71.7pp | 578.57%-562.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,009 | $4,183-28.1% | $3,329-9.6% | $5,439-44.7% |
| Admin fee / account holder | $5,678 | $5,952-4.6% | $3,600+57.7% | $10,885-47.8% |