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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 | $63,064 | $74,661-15.5% | $160,784-60.8% | $67,986-7.2% |
| Participation rate | 17.0% | 57.1%-40.2pp | 77.0%-60.0pp | 57.2%-40.2pp |
| Annual return | 24.38% | 28.83%-4.5pp | 1803.92%-1779.5pp | 31.67%-7.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,399 | $3,681-62.0% | $6,293-77.8% | $3,358-58.4% |
| Admin fee / account holder | $10,670 | $3,959+169.5% | $9,717+9.8% | $3,203+233.1% |