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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 | $4,665 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 20.73% | 605.68%-585.0pp | 439.23%-418.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,254 | $4,655-73.1% | $3,999-68.6% | $6,407-80.4% |
| Admin fee / account holder | $1,149 | $6,348-81.9% | $5,696-79.8% | $12,270-90.6% |