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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 | $8,347 | $90,691-90.8% | $76,119-89.0% | $145,884-94.3% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 10.92% | 624.52%-613.6pp | 361.25%-350.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,357 | $5,167-73.7% | $4,259-68.1% | $6,690-79.7% |
| Admin fee / account holder | $2,349 | $8,383-72.0% | $6,421-63.4% | $13,392-82.5% |