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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 | $21,817 | $80,812-73.0% | $160,784-86.4% | $82,448-73.5% |
| Participation rate | 43.9% | 66.2%-22.4pp | 77.0%-33.1pp | 68.1%-24.2pp |
| Annual return | 25.09% | 100.59%-75.5pp | 1803.92%-1778.8pp | 41.64%-16.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,516 | $4,335-42.0% | $6,293-60.0% | $4,139-39.2% |
| Admin fee / account holder | $5,723 | $7,695-25.6% | $9,717-41.1% | $7,234-20.9% |