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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 | $51,992 | $27,936+86.1% | $58,561-11.2% | $75,173-30.8% |
| Participation rate | 15.7% | 38.8%-23.2pp | 50.9%-35.2pp | 67.2%-51.5pp |
| Annual return | 21.22% | 44.21%-23.0pp | 4251.33%-4230.1pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $887 | $1,202-26.2% | $1,923-53.9% | $4,126-78.5% |
| Admin fee / account holder | $920 | $1,727-46.7% | $2,520-63.5% | $5,651-83.7% |