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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 | $73,824 | $59,467+24.1% | $93,727-21.2% | $74,478-0.9% |
| Participation rate | 42.7% | 59.6%-16.9pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 13.10% | 82.14%-69.0pp | 133.83%-120.7pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,090 | $3,052-31.5% | $4,417-52.7% | $4,350-52.0% |
| Admin fee / account holder | $21,035 | $3,028+594.6% | $8,292+153.7% | $1,946+981.0% |