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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 | $37,232 | $48,570-23.3% | $130,660-71.5% | $72,975-49.0% |
| Participation rate | 31.7% | 58.6%-26.8pp | 71.7%-40.0pp | 69.5%-37.7pp |
| Annual return | 32.60% | 38.63%-6.0pp | 1709.29%-1676.7pp | 81.01%-48.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,478 | $2,384-38.0% | $3,603-59.0% | $3,608-59.0% |
| Admin fee / account holder | $1,987 | $3,549-44.0% | $5,463-63.6% | $5,124-61.2% |