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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 | $11,539 | $70,366-83.6% | $66,674-82.7% | $138,895-91.7% |
| Participation rate | 41.2% | 76.2%-35.0pp | 73.7%-32.5pp | 79.9%-38.7pp |
| Annual return | 32.08% | 386.41%-354.3pp | 321.24%-289.2pp | 145.39%-113.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,350 | $4,374-23.4% | $4,084-18.0% | $6,396-47.6% |
| Admin fee / account holder | $2,232 | $5,262-57.6% | $5,098-56.2% | $12,562-82.2% |