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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 | $51,598 | $48,570+6.2% | $130,660-60.5% | $72,975-29.3% |
| Participation rate | 27.1% | 58.6%-31.5pp | 71.7%-44.7pp | 69.5%-42.4pp |
| Annual return | 26.08% | 38.63%-12.5pp | 1709.29%-1683.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,004 | $2,384-57.9% | $3,603-72.1% | $3,608-72.2% |
| Admin fee / account holder | $3,589 | $3,549+1.1% | $5,463-34.3% | $5,124-30.0% |