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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 | $31,402 | $96,388-67.4% | $80,627-61.1% | $139,466-77.5% |
| Participation rate | 36.4% | 73.6%-37.3pp | 67.0%-30.6pp | 80.3%-44.0pp |
| Annual return | 11.05% | 1352.08%-1341.0pp | 936.76%-925.7pp | 373.66%-362.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,019 | $5,224-61.4% | $4,443-54.6% | $6,712-69.9% |
| Admin fee / account holder | $1,979 | $6,603-70.0% | $5,381-63.2% | $11,409-82.7% |