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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 | $74,061 | $48,570+52.5% | $130,660-43.3% | $72,975+1.5% |
| Participation rate | 41.6% | 58.6%-17.0pp | 71.7%-30.2pp | 69.5%-27.9pp |
| Annual return | 19.42% | 38.63%-19.2pp | 1709.29%-1689.9pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,142 | $2,384-10.1% | $3,603-40.5% | $3,608-40.6% |
| Admin fee / account holder | $2,144 | $3,549-39.6% | $5,463-60.8% | $5,124-58.2% |