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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 | $19,918 | $80,812-75.4% | $160,784-87.6% | $82,448-75.8% |
| Participation rate | 59.4% | 66.2%-6.9pp | 77.0%-17.6pp | 68.1%-8.7pp |
| Annual return | 15.11% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,517 | $4,335-42.0% | $6,293-60.0% | $4,139-39.2% |
| Admin fee / account holder | $930 | $7,695-87.9% | $9,717-90.4% | $7,234-87.1% |