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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 | $5,341 | $149,040-96.4% | $120,225-95.6% | $137,256-96.1% |
| Participation rate | 45.0% | 75.4%-30.4pp | 69.6%-24.6pp | 80.0%-35.0pp |
| Annual return | 24.70% | 605.68%-581.0pp | 439.23%-414.5pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,714 | $4,655-63.2% | $3,999-57.1% | $6,407-73.2% |
| Admin fee / account holder | $2,944 | $6,348-53.6% | $5,696-48.3% | $12,270-76.0% |