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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 | $23,991 | $63,346-62.1% | $92,240-74.0% | $70,126-65.8% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 14.87% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,366 | $2,854-52.1% | $3,897-64.9% | $3,332-59.0% |
| Admin fee / account holder | $1,003 | $3,841-73.9% | $5,194-80.7% | $4,645-78.4% |