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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 | $21,334 | $60,119-64.5% | $90,430-76.4% | $79,858-73.3% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 34.33% | 71.94%-37.6pp | 1293.73%-1259.4pp | 31.72%+2.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,714 | $2,938-7.6% | $3,963-31.5% | $3,740-27.4% |
| Admin fee / account holder | $367 | $3,976-90.8% | $5,613-93.5% | $5,306-93.1% |