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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 | $14,033 | $73,518-80.9% | $63,003-77.7% | $147,585-90.5% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.8%-22.4pp | 82.8%-30.4pp |
| Annual return | 20.97% | 175.46%-154.5pp | 87.59%-66.6pp | 578.57%-557.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,418 | $4,183+5.6% | $3,329+32.7% | $5,439-18.8% |
| Admin fee / account holder | $677 | $5,952-88.6% | $3,600-81.2% | $10,885-93.8% |