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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 | $12,845 | $149,040-91.4% | $120,225-89.3% | $137,256-90.6% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 18.59% | 605.68%-587.1pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $526 | $4,655-88.7% | $3,999-86.8% | $6,407-91.8% |
| Admin fee / account holder | $411 | $6,348-93.5% | $5,696-92.8% | $12,270-96.7% |