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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 | $21,267 | $70,121-69.7% | $63,803-66.7% | $138,895-84.7% |
| Participation rate | 68.2% | 77.2%-9.0pp | 72.7%-4.5pp | 79.9%-11.7pp |
| Annual return | 23.57% | 946.48%-922.9pp | 543.72%-520.2pp | 145.39%-121.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,923 | $4,535-35.6% | $3,843-24.0% | $6,396-54.3% |
| Admin fee / account holder | $1,000 | $6,738-85.2% | $5,196-80.8% | $12,562-92.0% |