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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 | $20,181 | $60,128-66.4% | $90,440-77.7% | $79,852-74.7% |
| Participation rate | 32.1% | 65.0%-32.9pp | 72.7%-40.5pp | 69.6%-37.5pp |
| Annual return | 18.11% | 71.95%-53.8pp | 1294.38%-1276.3pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,021 | $2,939-65.3% | $3,964-74.2% | $3,740-72.7% |
| Admin fee / account holder | $2,344 | $3,977-41.1% | $5,615-58.3% | $5,306-55.8% |