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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 | $12,423 | $111,878-88.9% | $93,727-86.7% | $145,897-91.5% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 8.30% | 204.28%-196.0pp | 133.83%-125.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,709 | $4,920-24.6% | $4,417-16.0% | $6,689-44.5% |
| Admin fee / account holder | $2,164 | $10,256-78.9% | $8,292-73.9% | $13,390-83.8% |