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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 | $42,052 | $72,446-42.0% | $67,561-37.8% | $145,877-71.2% |
| Participation rate | 20.8% | 76.9%-56.0pp | 72.9%-52.1pp | 80.3%-59.5pp |
| Annual return | 12.33% | 7211.98%-7199.7pp | 3525.44%-3513.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,769 | $4,785-63.0% | $4,003-55.8% | $6,691-73.6% |
| Admin fee / account holder | $2,040 | $5,541-63.2% | $4,006-49.1% | $13,402-84.8% |