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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 | $40,816 | $59,467-31.4% | $93,727-56.5% | $74,478-45.2% |
| Participation rate | 23.8% | 59.6%-35.8pp | 68.7%-44.9pp | 67.2%-43.5pp |
| Annual return | 14.14% | 82.14%-68.0pp | 133.83%-119.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,286 | $3,052-25.1% | $4,417-48.2% | $4,350-47.4% |
| Admin fee / account holder | $3,544 | $3,028+17.0% | $8,292-57.3% | $1,946+82.1% |