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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 | $40,222 | $57,305-29.8% | $86,640-53.6% | $75,173-46.5% |
| Participation rate | 66.0% | 63.2%+2.7pp | 71.7%-5.8pp | 67.2%-1.2pp |
| Annual return | 18.25% | 2674.24%-2656.0pp | 592.52%-574.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,719 | $3,320-48.2% | $4,438-61.3% | $4,126-58.3% |
| Admin fee / account holder | $2,233 | $4,116-45.8% | $5,616-60.2% | $5,651-60.5% |