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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 | $25,274 | $123,859-79.6% | $69,632-63.7% | $145,897-82.7% |
| Participation rate | 22.7% | 69.2%-46.5pp | 66.4%-43.7pp | 80.3%-57.6pp |
| Annual return | 12.23% | 192.49%-180.3pp | 101.32%-89.1pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,523 | $4,242-64.1% | $2,889-47.3% | $6,689-77.2% |
| Admin fee / account holder | $2,522 | $7,817-67.7% | $4,695-46.3% | $13,390-81.2% |