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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 | $15,329 | $99,921-84.7% | $85,009-82.0% | $145,959-89.5% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.8pp | 80.3%-38.6pp |
| Annual return | 12.00% | 83.89%-71.9pp | 66.47%-54.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,003 | $5,293-62.2% | $4,522-55.7% | $6,689-70.1% |
| Admin fee / account holder | $1,040 | $7,252-85.7% | $6,153-83.1% | $13,398-92.2% |