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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 | $34,802 | $55,470-37.3% | $155,556-77.6% | $74,478-53.3% |
| Participation rate | 65.4% | 61.9%+3.5pp | 78.2%-12.8pp | 67.2%-1.8pp |
| Annual return | 13.73% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,929 | $2,838-32.0% | $5,631-65.7% | $4,350-55.6% |
| Admin fee / account holder | $336 | $1,744-80.7% | $15,885-97.9% | $1,946-82.7% |