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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 | $31,807 | $70,121-54.6% | $63,803-50.1% | $138,895-77.1% |
| Participation rate | 69.2% | 77.2%-8.0pp | 72.7%-3.5pp | 79.9%-10.7pp |
| Annual return | 16.37% | 946.48%-930.1pp | 543.72%-527.3pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,723 | $4,535-40.0% | $3,843-29.1% | $6,396-57.4% |
| Admin fee / account holder | $1,023 | $6,738-84.8% | $5,196-80.3% | $12,562-91.9% |