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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 | $19,740 | $96,678-79.6% | $86,640-77.2% | $139,466-85.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.10% | 106.69%-89.6pp | 592.52%-575.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,506 | $4,837-48.2% | $4,438-43.5% | $6,712-62.7% |
| Admin fee / account holder | $581 | $6,410-90.9% | $5,616-89.7% | $11,409-94.9% |