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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 | $47,698 | $39,798+19.8% | $67,704-29.5% | $59,633-20.0% |
| Participation rate | 62.5% | 57.4%+5.1pp | 67.5%-5.0pp | 68.7%-6.2pp |
| Annual return | 1.57% | 89.94%-88.4pp | 25.41%-23.8pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,091 | $2,335-53.3% | $3,585-69.6% | $3,192-65.8% |
| Admin fee / account holder | $1,238 | $3,212-61.5% | $4,255-70.9% | $4,297-71.2% |