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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 | $66,387 | $30,421+118.2% | $56,077+18.4% | $74,429-10.8% |
| Participation rate | 25.4% | 32.9%-7.5pp | 52.5%-27.1pp | 67.2%-41.8pp |
| Annual return | 11.42% | 24.94%-13.5pp | 1709.28%-1697.9pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $674 | $1,175-42.7% | $1,954-65.5% | $4,348-84.5% |
| Admin fee / account holder | $5,980 | $2,363+153.0% | $2,825+111.7% | $1,944+207.5% |