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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 | $30,294 | $60,504-49.9% | $81,882-63.0% | $74,478-59.3% |
| Participation rate | 29.9% | 62.9%-33.0pp | 72.4%-42.4pp | 67.2%-37.3pp |
| Annual return | 12.36% | 16.91%-4.5pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,072 | $3,400-68.5% | $4,323-75.2% | $4,350-75.4% |
| Admin fee / account holder | $930 | $1,492-37.7% | $7,360-87.4% | $1,946-52.2% |