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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 | $16,552 | $56,134-70.5% | $96,171-82.8% | $85,847-80.7% |
| Participation rate | 39.2% | 56.7%-17.5pp | 68.4%-29.2pp | 69.3%-30.1pp |
| Annual return | 70.58% | 42.30%+28.3pp | 192.04%-121.5pp | 318.61%-248.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,490 | $2,858+22.1% | $4,350-19.8% | $3,952-11.7% |
| Admin fee / account holder | $610 | $3,769-83.8% | $5,538-89.0% | $6,261-90.3% |