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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 | $52,353-29.6% | $120,225-69.3% | $82,448-55.3% |
| Participation rate | 41.2% | 58.3%-17.1pp | 69.6%-28.4pp | 68.1%-26.9pp |
| Annual return | 17.47% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,111 | $2,627-57.7% | $3,999-72.2% | $4,139-73.2% |
| Admin fee / account holder | $1,423 | $4,363-67.4% | $5,696-75.0% | $7,234-80.3% |