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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 | $50,099 | $45,152+11.0% | $73,836-32.1% | $59,633-16.0% |
| Participation rate | 44.0% | 64.0%-20.0pp | 73.4%-29.4pp | 68.7%-24.7pp |
| Annual return | 1.02% | 27.40%-26.4pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,767 | $2,573+46.4% | $3,583+5.1% | $3,192+18.0% |
| Admin fee / account holder | $2,153 | $3,515-38.7% | $4,882-55.9% | $4,297-49.9% |