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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 | $23,516 | $80,812-70.9% | $160,784-85.4% | $82,448-71.5% |
| Participation rate | 35.5% | 66.2%-30.8pp | 77.0%-41.5pp | 68.1%-32.6pp |
| Annual return | 20.06% | 100.59%-80.5pp | 1803.92%-1783.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,114 | $4,335-51.2% | $6,293-66.4% | $4,139-48.9% |
| Admin fee / account holder | $565 | $7,695-92.7% | $9,717-94.2% | $7,234-92.2% |