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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 | $38,669 | $80,812-52.1% | $160,784-75.9% | $82,448-53.1% |
| Participation rate | 48.9% | 66.2%-17.3pp | 77.0%-28.0pp | 68.1%-19.1pp |
| Annual return | 18.39% | 100.59%-82.2pp | 1803.92%-1785.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,708 | $4,335+8.6% | $6,293-25.2% | $4,139+13.7% |
| Admin fee / account holder | $1,731 | $7,695-77.5% | $9,717-82.2% | $7,234-76.1% |