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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 | $24,430 | $68,097-64.1% | $62,929-61.2% | $137,256-82.2% |
| Participation rate | 16.7% | 77.4%-60.8pp | 73.1%-56.4pp | 80.0%-63.3pp |
| Annual return | 17.31% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,477 | $4,553-67.6% | $3,888-62.0% | $6,407-76.9% |
| Admin fee / account holder | $9,218 | $6,521+41.3% | $5,065+82.0% | $12,270-24.9% |