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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 | $34,505 | $56,431-38.9% | $130,788-73.6% | $87,485-60.6% |
| Participation rate | 21.3% | 58.9%-37.6pp | 70.1%-48.8pp | 68.9%-47.6pp |
| Annual return | 25.27% | 91.27%-66.0pp | 386.44%-361.2pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,514 | $2,749-44.9% | $4,137-63.4% | $4,274-64.6% |
| Admin fee / account holder | $2,976 | $4,433-32.9% | $6,673-55.4% | $7,775-61.7% |