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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 | $18,330 | $48,570-62.3% | $130,660-86.0% | $72,975-74.9% |
| Participation rate | 37.0% | 58.6%-21.5pp | 71.7%-34.7pp | 69.5%-32.5pp |
| Annual return | 34.07% | 38.63%-4.6pp | 1709.29%-1675.2pp | 81.01%-46.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,957 | $2,384-17.9% | $3,603-45.7% | $3,608-45.8% |
| Admin fee / account holder | $561 | $3,549-84.2% | $5,463-89.7% | $5,124-89.1% |