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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 | $38,631 | $65,555-41.1% | $86,216-55.2% | $75,173-48.6% |
| Participation rate | 26.1% | 60.5%-34.4pp | 69.0%-42.9pp | 67.2%-41.1pp |
| Annual return | 19.73% | 46.07%-26.3pp | 1169.42%-1149.7pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,816 | $3,023-39.9% | $3,986-54.4% | $4,126-56.0% |
| Admin fee / account holder | $1,694 | $5,469-69.0% | $6,853-75.3% | $5,651-70.0% |