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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 | $21,805 | $30,385-28.2% | $56,054-61.1% | $74,400-70.7% |
| Participation rate | 9.4% | 32.9%-23.5pp | 52.5%-43.1pp | 67.2%-57.8pp |
| Annual return | 78.31% | 24.92%+53.4pp | 1705.95%-1627.6pp | 1367.51%-1289.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $602 | $1,174-48.7% | $1,952-69.2% | $4,348-86.2% |
| Admin fee / account holder | $1,198 | $2,361-49.3% | $2,822-57.6% | $1,944-38.4% |