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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 | $55,437-37.2% | $155,534-77.6% | $74,459-53.3% |
| Participation rate | 65.4% | 61.9%+3.5pp | 78.2%-12.8pp | 67.2%-1.8pp |
| Annual return | 13.73% | 269.58%-255.8pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,929 | $2,837-32.0% | $5,630-65.7% | $4,350-55.6% |
| Admin fee / account holder | $336 | $1,742-80.7% | $15,900-97.9% | $1,945-82.7% |