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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 | $56,960 | $65,434-12.9% | $98,483-42.2% | $85,847-33.6% |
| Participation rate | 34.7% | 65.0%-30.3pp | 73.3%-38.7pp | 69.3%-34.7pp |
| Annual return | 12.76% | 21.75%-9.0pp | 1494.38%-1481.6pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,000 | $3,168-68.4% | $4,276-76.6% | $3,952-74.7% |
| Admin fee / account holder | $2,563 | $4,595-44.2% | $5,953-56.9% | $6,261-59.1% |