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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 | $20,378 | $90,691-77.5% | $76,119-73.2% | $145,884-86.0% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 9.90% | 624.52%-614.6pp | 361.25%-351.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,210 | $5,167-76.6% | $4,259-71.6% | $6,690-81.9% |
| Admin fee / account holder | $1,124 | $8,383-86.6% | $6,421-82.5% | $13,392-91.6% |