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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 | $19,824 | $48,570-59.2% | $130,660-84.8% | $72,975-72.8% |
| Participation rate | 40.0% | 58.6%-18.6pp | 71.7%-31.7pp | 69.5%-29.5pp |
| Annual return | 23.10% | 38.63%-15.5pp | 1709.29%-1686.2pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,094 | $2,384-54.1% | $3,603-69.6% | $3,608-69.7% |
| Admin fee / account holder | $772 | $3,549-78.2% | $5,463-85.9% | $5,124-84.9% |