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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 | $37,428 | $59,448-37.0% | $93,696-60.1% | $74,459-49.7% |
| Participation rate | 35.6% | 59.6%-24.0pp | 68.7%-33.1pp | 67.2%-31.6pp |
| Annual return | 16.69% | 82.11%-65.4pp | 133.74%-117.1pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,039 | $3,052-0.4% | $4,417-31.2% | $4,350-30.1% |
| Admin fee / account holder | $769 | $3,027-74.6% | $8,287-90.7% | $1,945-60.5% |