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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 | $29,250 | $111,785-73.8% | $93,669-68.8% | $145,877-79.9% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 10.18% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,533 | $4,919-48.5% | $4,416-42.6% | $6,691-62.1% |
| Admin fee / account holder | $617 | $10,256-94.0% | $8,291-92.6% | $13,402-95.4% |