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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 | $12,793 | $111,878-88.6% | $93,727-86.4% | $145,897-91.2% |
| Participation rate | 22.7% | 74.2%-51.5pp | 68.7%-46.0pp | 80.3%-57.6pp |
| Annual return | 13.22% | 204.28%-191.1pp | 133.83%-120.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,246 | $4,920-74.7% | $4,417-71.8% | $6,689-81.4% |
| Admin fee / account holder | $1,205 | $10,256-88.2% | $8,292-85.5% | $13,390-91.0% |