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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 | $18,703 | $160,040-88.3% | $147,096-87.3% | $145,877-87.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.26% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,866 | $8,429-66.0% | $8,071-64.5% | $6,691-57.2% |
| Admin fee / account holder | $4,234 | $15,050-71.9% | $13,005-67.4% | $13,402-68.4% |