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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 | $19,061 | $60,128-68.3% | $90,440-78.9% | $79,852-76.1% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 69.6%-8.9pp |
| Annual return | 13.26% | 71.95%-58.7pp | 1294.38%-1281.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,097 | $2,939-62.7% | $3,964-72.3% | $3,740-70.7% |
| Admin fee / account holder | $933 | $3,977-76.5% | $5,615-83.4% | $5,306-82.4% |