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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 | $35,462 | $65,555-45.9% | $86,216-58.9% | $75,173-52.8% |
| Participation rate | 43.1% | 60.5%-17.4pp | 69.0%-25.9pp | 67.2%-24.1pp |
| Annual return | 16.39% | 46.07%-29.7pp | 1169.42%-1153.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,107 | $3,023-30.3% | $3,986-47.1% | $4,126-48.9% |
| Admin fee / account holder | $1,767 | $5,469-67.7% | $6,853-74.2% | $5,651-68.7% |