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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 | $10,597 | $180,749-94.1% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 22.48% | 2234.46%-2212.0pp | 1803.92%-1781.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,398 | $6,844-79.6% | $6,293-77.8% | $6,407-78.2% |
| Admin fee / account holder | $2,559 | $10,397-75.4% | $9,717-73.7% | $12,270-79.1% |