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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 | $19,207 | $88,778-78.4% | $81,844-76.5% | $145,884-86.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.49% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,375 | $4,648-48.9% | $4,323-45.1% | $6,690-64.5% |
| Admin fee / account holder | $550 | $8,430-93.5% | $7,355-92.5% | $13,392-95.9% |