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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 | $111,785-88.6% | $93,669-86.3% | $145,877-91.2% |
| Participation rate | 22.7% | 74.2%-51.5pp | 68.7%-46.0pp | 80.3%-57.6pp |
| Annual return | 13.22% | 203.79%-190.6pp | 133.59%-120.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,246 | $4,919-74.7% | $4,416-71.8% | $6,691-81.4% |
| Admin fee / account holder | $1,205 | $10,256-88.2% | $8,291-85.5% | $13,402-91.0% |