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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 | $19,889 | $106,008-81.2% | $92,240-78.4% | $147,586-86.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.78% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,301 | $4,478-26.3% | $3,897-15.3% | $5,439-39.3% |
| Admin fee / account holder | $320 | $6,333-95.0% | $5,194-93.8% | $10,886-97.1% |