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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 | $59,456-31.4% | $93,669-56.4% | $74,429-45.2% |
| Participation rate | 23.8% | 59.6%-35.9pp | 68.7%-45.0pp | 67.2%-43.4pp |
| Annual return | 14.14% | 82.00%-67.9pp | 133.59%-119.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,286 | $3,052-25.1% | $4,416-48.2% | $4,348-47.4% |
| Admin fee / account holder | $3,544 | $3,026+17.1% | $8,291-57.3% | $1,944+82.3% |