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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 | $20,436 | $73,546-72.2% | $63,018-67.6% | $147,586-86.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.8%-37.3pp | 82.8%-45.3pp |
| Annual return | 14.92% | 175.56%-160.6pp | 87.62%-72.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,360 | $4,185-43.6% | $3,330-29.1% | $5,439-56.6% |
| Admin fee / account holder | $3,108 | $5,956-47.8% | $3,601-13.7% | $10,886-71.4% |