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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 | $31,778 | $52,353-39.3% | $120,225-73.6% | $82,448-61.5% |
| Participation rate | 13.0% | 58.3%-45.3pp | 69.6%-56.5pp | 68.1%-55.0pp |
| Annual return | 18.67% | 61.85%-43.2pp | 439.23%-420.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,078 | $2,627-59.0% | $3,999-73.1% | $4,139-74.0% |
| Admin fee / account holder | $1,428 | $4,363-67.3% | $5,696-74.9% | $7,234-80.3% |