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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 | $46,213 | $60,128-23.1% | $90,440-48.9% | $79,852-42.1% |
| Participation rate | 35.5% | 65.0%-29.5pp | 72.7%-37.2pp | 69.6%-34.2pp |
| Annual return | 14.43% | 71.95%-57.5pp | 1294.38%-1279.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,833 | $2,939-37.6% | $3,964-53.8% | $3,740-51.0% |
| Admin fee / account holder | $397 | $3,977-90.0% | $5,615-92.9% | $5,306-92.5% |