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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 | $27,647 | $123,859-77.7% | $69,632-60.3% | $145,897-81.1% |
| Participation rate | 55.6% | 69.2%-13.7pp | 66.4%-10.9pp | 80.3%-24.8pp |
| Annual return | 12.00% | 192.49%-180.5pp | 101.32%-89.3pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,817 | $4,242-33.6% | $2,889-2.5% | $6,689-57.9% |
| Admin fee / account holder | $709 | $7,817-90.9% | $4,695-84.9% | $13,390-94.7% |