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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 | $7,651 | $70,121-89.1% | $63,803-88.0% | $138,895-94.5% |
| Participation rate | 54.5% | 77.2%-22.7pp | 72.7%-18.2pp | 79.9%-25.4pp |
| Annual return | 16.82% | 946.48%-929.7pp | 543.72%-526.9pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,357 | $4,535-70.1% | $3,843-64.7% | $6,396-78.8% |
| Admin fee / account holder | $1,147 | $6,738-83.0% | $5,196-77.9% | $12,562-90.9% |