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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 | $26,472 | $49,897-46.9% | $80,648-67.2% | $75,177-64.8% |
| Participation rate | 22.7% | 55.3%-32.6pp | 67.0%-44.3pp | 67.2%-44.5pp |
| Annual return | 47.31% | 34.68%+12.6pp | 937.21%-889.9pp | 160.75%-113.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,004 | $2,992-33.0% | $4,443-54.9% | $4,126-51.4% |
| Admin fee / account holder | $2,246 | $3,579-37.2% | $5,382-58.3% | $5,651-60.3% |