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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 | $18,335 | $49,177-62.7% | $79,466-76.9% | $64,173-71.4% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.1pp | 69.6%-30.3pp |
| Annual return | 249.17% | -1.16%+250.3pp | 718.28%-469.1pp | 7.63%+241.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,869 | $2,821-33.8% | $3,704-49.5% | $3,470-46.1% |
| Admin fee / account holder | $404 | $3,839-89.5% | $5,104-92.1% | $4,887-91.7% |