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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 | $12,935 | $76,608-83.1% | $56,077-76.9% | $145,877-91.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 10.71% | 3009.59%-2998.9pp | 1709.28%-1698.6pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,110 | $2,624-19.6% | $1,954+8.0% | $6,691-68.5% |
| Admin fee / account holder | $746 | $3,325-77.6% | $2,825-73.6% | $13,402-94.4% |