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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 | $33,276 | $58,391-43.0% | $76,657-56.6% | $72,975-54.4% |
| Participation rate | 41.9% | 67.4%-25.5pp | 72.1%-30.2pp | 69.5%-27.6pp |
| Annual return | 20.47% | 2306.65%-2286.2pp | 1166.74%-1146.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,378 | $2,690-48.8% | $3,335-58.7% | $3,608-61.8% |
| Admin fee / account holder | $2,653 | $4,014-33.9% | $6,423-58.7% | $5,124-48.2% |