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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 | $26,304 | $47,479-44.6% | $62,929-58.2% | $82,448-68.1% |
| Participation rate | 32.6% | 66.9%-34.3pp | 73.1%-40.5pp | 68.1%-35.5pp |
| Annual return | 16.77% | 20.34%-3.6pp | 1063.93%-1047.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,509 | $2,870-47.4% | $3,888-61.2% | $4,139-63.5% |
| Admin fee / account holder | $1,392 | $3,804-63.4% | $5,065-72.5% | $7,234-80.8% |