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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 | $40,256 | $65,434-38.5% | $98,483-59.1% | $85,847-53.1% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 16.69% | 21.75%-5.1pp | 1494.38%-1477.7pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,315 | $3,168-26.9% | $4,276-45.9% | $3,952-41.4% |
| Admin fee / account holder | $471 | $4,595-89.7% | $5,953-92.1% | $6,261-92.5% |