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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 | $21,609 | $49,199-56.1% | $121,210-82.2% | $75,177-71.3% |
| Participation rate | 31.0% | 55.4%-24.4pp | 69.5%-38.5pp | 67.2%-36.2pp |
| Annual return | 16.20% | 56.04%-39.8pp | 987.41%-971.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,232 | $2,630-15.1% | $4,084-45.3% | $4,126-45.9% |
| Admin fee / account holder | $1,782 | $3,946-54.8% | $5,647-68.4% | $5,651-68.5% |