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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 | $13,495 | $114,130-88.2% | $96,192-86.0% | $167,553-91.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 10.49% | 190.07%-179.6pp | 192.09%-181.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,254 | $5,198-75.9% | $4,351-71.2% | $6,343-80.2% |
| Admin fee / account holder | $473 | $6,901-93.2% | $5,539-91.5% | $12,316-96.2% |