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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 | $14,839 | $45,126-67.1% | $85,187-82.6% | $74,459-80.1% |
| Participation rate | 19.1% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.1pp |
| Annual return | 1393.76% | 26.30%+1367.5pp | 66.67%+1327.1pp | 1369.70%+24.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,304 | $2,738-52.4% | $4,525-71.2% | $4,350-70.0% |
| Admin fee / account holder | $1,985 | $2,212-10.3% | $6,162-67.8% | $1,945+2.1% |