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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 | $30,382 | $100,911-69.9% | $90,440-66.4% | $158,966-80.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 13.82% | 1726.62%-1712.8pp | 1294.38%-1280.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,445 | $4,348-66.8% | $3,964-63.5% | $5,983-75.9% |
| Admin fee / account holder | $1,844 | $6,507-71.7% | $5,615-67.2% | $11,250-83.6% |