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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 | $9,027 | $81,763-89.0% | $58,561-84.6% | $139,466-93.5% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 20.88% | 7427.77%-7406.9pp | 4251.33%-4230.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $588 | $2,555-77.0% | $1,923-69.4% | $6,712-91.2% |
| Admin fee / account holder | $1,824 | $3,273-44.3% | $2,520-27.7% | $11,409-84.0% |