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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 | $34,291 | $48,570-29.4% | $130,660-73.8% | $72,975-53.0% |
| Participation rate | 40.8% | 58.6%-17.8pp | 71.7%-30.9pp | 69.5%-28.7pp |
| Annual return | 20.84% | 38.63%-17.8pp | 1709.29%-1688.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,135 | $2,384-52.4% | $3,603-68.5% | $3,608-68.5% |
| Admin fee / account holder | $6,430 | $3,549+81.2% | $5,463+17.7% | $5,124+25.5% |