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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 | $41,971 | $96,678-56.6% | $86,640-51.6% | $139,466-69.9% |
| Participation rate | 22.7% | 74.4%-51.7pp | 71.7%-49.0pp | 80.3%-57.6pp |
| Annual return | 19.69% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,309 | $4,837-72.9% | $4,438-70.5% | $6,712-80.5% |
| Admin fee / account holder | $1,607 | $6,410-74.9% | $5,616-71.4% | $11,409-85.9% |