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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 | $27,489 | $58,391-52.9% | $76,657-64.1% | $72,975-62.3% |
| Participation rate | 32.4% | 67.4%-35.0pp | 72.1%-39.7pp | 69.5%-37.1pp |
| Annual return | 22.54% | 2306.65%-2284.1pp | 1166.74%-1144.2pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,906 | $2,690-29.2% | $3,335-42.9% | $3,608-47.2% |
| Admin fee / account holder | $366 | $4,014-90.9% | $6,423-94.3% | $5,124-92.8% |