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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 | $30,363 | $65,555-53.7% | $86,216-64.8% | $75,173-59.6% |
| Participation rate | 7.5% | 60.5%-53.0pp | 69.0%-61.5pp | 67.2%-59.7pp |
| Annual return | 16.71% | 46.07%-29.4pp | 1169.42%-1152.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,250 | $3,023-58.7% | $3,986-68.6% | $4,126-69.7% |
| Admin fee / account holder | $1,314 | $5,469-76.0% | $6,853-80.8% | $5,651-76.7% |