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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 | $41,978 | $68,097-38.4% | $62,929-33.3% | $137,256-69.4% |
| Participation rate | 22.2% | 77.4%-55.2pp | 73.1%-50.9pp | 80.0%-57.7pp |
| Annual return | 14.87% | 1859.11%-1844.2pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,251 | $4,553-72.5% | $3,888-67.8% | $6,407-80.5% |
| Admin fee / account holder | $2,623 | $6,521-59.8% | $5,065-48.2% | $12,270-78.6% |