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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 | $43,347 | $30,385+42.7% | $56,054-22.7% | $74,400-41.7% |
| Participation rate | 31.6% | 32.9%-1.2pp | 52.5%-20.8pp | 67.2%-35.6pp |
| Annual return | 16.47% | 24.92%-8.5pp | 1705.95%-1689.5pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,070 | $1,174-8.9% | $1,952-45.2% | $4,348-75.4% |
| Admin fee / account holder | $1,670 | $2,361-29.3% | $2,822-40.8% | $1,944-14.1% |