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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 | $36,854 | $56,431-34.7% | $130,788-71.8% | $87,485-57.9% |
| Participation rate | 41.2% | 58.9%-17.8pp | 70.1%-28.9pp | 68.9%-27.8pp |
| Annual return | 17.47% | 91.27%-73.8pp | 386.44%-369.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,111 | $2,749-59.6% | $4,137-73.1% | $4,274-74.0% |
| Admin fee / account holder | $1,423 | $4,433-67.9% | $6,673-78.7% | $7,775-81.7% |