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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 | $32,044 | $49,199-34.9% | $121,204-73.6% | $75,173-57.4% |
| Participation rate | 24.2% | 55.4%-31.2pp | 69.5%-45.3pp | 67.2%-43.0pp |
| Annual return | 25.87% | 56.04%-30.2pp | 987.18%-961.3pp | 160.72%-134.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,517 | $2,630-42.3% | $4,083-62.8% | $4,126-63.2% |
| Admin fee / account holder | $1,117 | $3,946-71.7% | $5,651-80.2% | $5,651-80.2% |