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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 | $51,188 | $56,431-9.3% | $130,788-60.9% | $87,485-41.5% |
| Participation rate | 15.3% | 58.9%-43.7pp | 70.1%-54.8pp | 68.9%-53.7pp |
| Annual return | 16.81% | 91.27%-74.5pp | 386.44%-369.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $968 | $2,749-64.8% | $4,137-76.6% | $4,274-77.4% |
| Admin fee / account holder | $543 | $4,433-87.8% | $6,673-91.9% | $7,775-93.0% |