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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 | $11,122 | $100,895-89.0% | $90,430-87.7% | $158,950-93.0% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.7%-11.8pp | 82.0%-21.1pp |
| Annual return | 15.44% | 1725.54%-1710.1pp | 1293.73%-1278.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $808 | $4,347-81.4% | $3,963-79.6% | $5,983-86.5% |
| Admin fee / account holder | $319 | $6,505-95.1% | $5,613-94.3% | $11,248-97.2% |