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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 | $27,013 | $27,936-3.3% | $58,561-53.9% | $75,173-64.1% |
| Participation rate | 18.0% | 38.8%-20.8pp | 50.9%-32.9pp | 67.2%-49.2pp |
| Annual return | 16.18% | 44.21%-28.0pp | 4251.33%-4235.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,562 | $1,202+30.0% | $1,923-18.8% | $4,126-62.1% |
| Admin fee / account holder | $346 | $1,727-80.0% | $2,520-86.3% | $5,651-93.9% |