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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 | $154,754-91.7% | $124,206-89.7% | $138,895-90.8% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.6%-7.1pp | 79.9%-17.4pp |
| Annual return | 18.59% | 709.28%-690.7pp | 515.27%-496.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $526 | $4,621-88.6% | $3,968-86.7% | $6,396-91.8% |
| Admin fee / account holder | $411 | $6,690-93.9% | $5,929-93.1% | $12,562-96.7% |