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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 | $18,048 | $96,678-81.3% | $86,640-79.2% | $139,466-87.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.79% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,321 | $4,837-72.7% | $4,438-70.2% | $6,712-80.3% |
| Admin fee / account holder | $303 | $6,410-95.3% | $5,616-94.6% | $11,409-97.3% |