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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 | $60,393-44.0% | $81,820-58.7% | $74,429-54.6% |
| Participation rate | 14.2% | 62.9%-48.7pp | 72.4%-58.2pp | 67.2%-53.0pp |
| Annual return | 13.52% | 16.89%-3.4pp | 777.93%-764.4pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $978 | $3,397-71.2% | $4,323-77.4% | $4,348-77.5% |
| Admin fee / account holder | $2,748 | $1,491+84.3% | $7,391-62.8% | $1,944+41.3% |