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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 | $29,513 | $49,199-40.0% | $121,204-75.7% | $75,173-60.7% |
| Participation rate | 25.8% | 55.4%-29.6pp | 69.5%-43.7pp | 67.2%-41.4pp |
| Annual return | 18.85% | 56.04%-37.2pp | 987.18%-968.3pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,478 | $2,630-43.8% | $4,083-63.8% | $4,126-64.2% |
| Admin fee / account holder | $604 | $3,946-84.7% | $5,651-89.3% | $5,651-89.3% |