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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 | $33,810 | $60,504-44.1% | $81,882-58.7% | $74,478-54.6% |
| Participation rate | 14.2% | 62.9%-48.8pp | 72.4%-58.2pp | 67.2%-53.1pp |
| Annual return | 13.52% | 16.91%-3.4pp | 779.47%-766.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $978 | $3,400-71.2% | $4,323-77.4% | $4,350-77.5% |
| Admin fee / account holder | $2,748 | $1,492+84.2% | $7,360-62.7% | $1,946+41.2% |