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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 | $23,771 | $90,691-73.8% | $76,119-68.8% | $145,884-83.7% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.1%-53.3pp | 80.3%-64.5pp |
| Annual return | 13.08% | 624.52%-611.4pp | 361.25%-348.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,912 | $5,167-63.0% | $4,259-55.1% | $6,690-71.4% |
| Admin fee / account holder | $2,542 | $8,383-69.7% | $6,421-60.4% | $13,392-81.0% |