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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 | $49,174 | $34,316+43.3% | $74,723-34.2% | $72,976-32.6% |
| Participation rate | 25.0% | 42.4%-17.4pp | 54.5%-29.5pp | 69.5%-44.5pp |
| Annual return | 22.80% | 26.58%-3.8pp | 753.18%-730.4pp | 81.02%-58.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,402 | $1,272+10.3% | $1,962-28.5% | $3,608-61.1% |
| Admin fee / account holder | $1,078 | $2,125-49.3% | $3,335-67.7% | $5,124-79.0% |