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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 | $26,706 | $72,396-63.1% | $67,511-60.4% | $145,959-81.7% |
| Participation rate | 26.7% | 76.9%-50.2pp | 72.9%-46.2pp | 80.3%-53.6pp |
| Annual return | 11.68% | 7194.07%-7182.4pp | 3517.41%-3505.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,242 | $4,781-32.2% | $4,000-19.0% | $6,689-51.5% |
| Admin fee / account holder | $842 | $5,538-84.8% | $3,999-78.9% | $13,398-93.7% |