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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 | $29,129 | $42,546-31.5% | $71,796-59.4% | $55,167-47.2% |
| Participation rate | 33.3% | 59.1%-25.8pp | 69.1%-35.8pp | 69.0%-35.7pp |
| Annual return | 7.64% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,290 | $2,064-37.5% | $2,794-53.8% | $3,054-57.8% |
| Admin fee / account holder | $4,618 | $650+610.9% | $4,815-4.1% | $504+816.5% |