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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 | $20,938 | $149,040-86.0% | $120,225-82.6% | $137,256-84.7% |
| Participation rate | 42.1% | 75.4%-33.3pp | 69.6%-27.5pp | 80.0%-37.9pp |
| Annual return | 17.06% | 605.68%-588.6pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,242 | $4,655-51.8% | $3,999-43.9% | $6,407-65.0% |
| Admin fee / account holder | $589 | $6,348-90.7% | $5,696-89.7% | $12,270-95.2% |