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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 | $17,456 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 17.96% | 605.68%-587.7pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $749 | $4,655-83.9% | $3,999-81.3% | $6,407-88.3% |
| Admin fee / account holder | $1,188 | $6,348-81.3% | $5,696-79.2% | $12,270-90.3% |