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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 | $16,797 | $102,595-83.6% | $94,057-82.1% | $154,746-89.1% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 12.57% | 583.42%-570.8pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,102 | $5,118-78.5% | $4,709-76.6% | $6,730-83.6% |
| Admin fee / account holder | $411 | $7,736-94.7% | $7,244-94.3% | $14,365-97.1% |