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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 | $7,511 | $100,203-92.5% | $85,240-91.2% | $145,897-94.9% |
| Participation rate | 60.9% | 74.1%-13.2pp | 67.5%-6.7pp | 80.3%-19.4pp |
| Annual return | 12.53% | 84.28%-71.8pp | 66.75%-54.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,228 | $5,299-76.8% | $4,527-72.9% | $6,689-81.6% |
| Admin fee / account holder | $770 | $7,265-89.4% | $6,165-87.5% | $13,390-94.2% |