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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 | $76,368-68.0% | $67,681-63.9% | $154,746-84.2% |
| Participation rate | 16.7% | 79.0%-62.3pp | 73.7%-57.1pp | 80.7%-64.0pp |
| Annual return | 17.31% | 1066.77%-1049.5pp | 590.58%-573.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,477 | $4,824-69.4% | $3,976-62.8% | $6,730-78.1% |
| Admin fee / account holder | $9,218 | $8,559+7.7% | $6,100+51.1% | $14,365-35.8% |