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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 | $32,629 | $52,353-37.7% | $120,225-72.9% | $82,448-60.4% |
| Participation rate | 21.6% | 58.3%-36.7pp | 69.6%-48.0pp | 68.1%-46.4pp |
| Annual return | 13.62% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,179 | $2,627-55.1% | $3,999-70.5% | $4,139-71.5% |
| Admin fee / account holder | $14,542 | $4,363+233.3% | $5,696+155.3% | $7,234+101.0% |