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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 | $11,107 | $99,995-88.9% | $85,063-86.9% | $145,978-92.4% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 17.43% | 83.99%-66.6pp | 66.54%-49.1pp | 550.52%-533.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,167 | $5,295-21.3% | $4,523-7.9% | $6,690-37.7% |
| Admin fee / account holder | $3,314 | $7,255-54.3% | $6,155-46.2% | $13,400-75.3% |