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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 | $41,869 | $60,454-30.7% | $81,844-48.8% | $74,459-43.8% |
| Participation rate | 40.0% | 63.0%-23.0pp | 72.4%-32.4pp | 67.2%-27.2pp |
| Annual return | 14.12% | 16.87%-2.8pp | 778.87%-764.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,921 | $3,398-43.5% | $4,323-55.6% | $4,350-55.8% |
| Admin fee / account holder | $3,062 | $1,490+105.4% | $7,355-58.4% | $1,945+57.5% |