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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 | $25,448 | $90,691-71.9% | $76,119-66.6% | $145,884-82.6% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 12.36% | 624.52%-612.2pp | 361.25%-348.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,522 | $5,167+6.9% | $4,259+29.7% | $6,690-17.5% |
| Admin fee / account holder | $306 | $8,383-96.3% | $6,421-95.2% | $13,392-97.7% |