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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 | $18,971 | $90,691-79.1% | $76,119-75.1% | $145,884-87.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 13.25% | 624.52%-611.3pp | 361.25%-348.0pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,340 | $5,167-16.0% | $4,259+1.9% | $6,690-35.1% |
| Admin fee / account holder | $4,794 | $8,383-42.8% | $6,421-25.3% | $13,392-64.2% |