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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 | $26,771 | $125,184-78.6% | $105,607-74.7% | $145,884-81.6% |
| Participation rate | 55.0% | 77.6%-22.6pp | 75.3%-20.3pp | 80.3%-25.3pp |
| Annual return | 10.89% | 225.00%-214.1pp | 116.11%-105.2pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,603 | $5,714-71.9% | $5,011-68.0% | $6,690-76.0% |
| Admin fee / account holder | $413 | $17,133-97.6% | $10,958-96.2% | $13,392-96.9% |