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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 | $21,774 | $125,190-82.6% | $105,624-79.4% | $145,897-85.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.49% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,905 | $5,716-31.7% | $5,013-22.1% | $6,689-41.6% |
| Admin fee / account holder | $718 | $17,138-95.8% | $10,961-93.4% | $13,390-94.6% |