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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 | $4,962 | $72,071-93.1% | $68,368-92.7% | $137,256-96.4% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 22.29% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,200 | $4,410-72.8% | $4,123-70.9% | $6,407-81.3% |
| Admin fee / account holder | $385 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |