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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 | $10,864 | $108,695-90.0% | $74,722-85.5% | $152,897-92.9% |
| Participation rate | 63.6% | 65.4%-1.7pp | 54.5%+9.2pp | 82.5%-18.8pp |
| Annual return | 12.99% | 114.11%-101.1pp | 753.11%-740.1pp | 345.43%-332.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $698 | $2,712-74.3% | $1,963-64.5% | $5,851-88.1% |
| Admin fee / account holder | $1,403 | $4,906-71.4% | $3,335-57.9% | $11,599-87.9% |