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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 | $43,724 | $69,774-37.3% | $67,575-35.3% | $74,459-41.3% |
| Participation rate | 25.0% | 71.4%-46.4pp | 72.9%-47.9pp | 67.2%-42.2pp |
| Annual return | 15.55% | -40.53%+56.1pp | 3528.98%-3513.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,539 | $3,636-57.7% | $4,003-61.6% | $4,350-64.6% |
| Admin fee / account holder | $1,843 | $890+107.2% | $3,993-53.8% | $1,945-5.2% |