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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 | $22,194 | $96,388-77.0% | $80,627-72.5% | $139,466-84.1% |
| Participation rate | 10.5% | 73.6%-63.1pp | 67.0%-56.5pp | 80.3%-69.8pp |
| Annual return | 12.72% | 1352.08%-1339.4pp | 936.76%-924.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,487 | $5,224-52.4% | $4,443-44.0% | $6,712-63.0% |
| Admin fee / account holder | $1,476 | $6,603-77.7% | $5,381-72.6% | $11,409-87.1% |