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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 | $40,264 | $108,701-63.0% | $74,723-46.1% | $152,909-73.7% |
| Participation rate | 38.9% | 65.4%-26.5pp | 54.5%-15.6pp | 82.5%-43.6pp |
| Annual return | 26.84% | 114.12%-87.3pp | 753.18%-726.3pp | 345.46%-318.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,433 | $2,709-47.1% | $1,962-26.9% | $5,851-75.5% |
| Admin fee / account holder | $7,507 | $4,906+53.0% | $3,335+125.1% | $11,601-35.3% |