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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 | $20,891 | $75,832-72.5% | $147,617-85.8% | $59,633-65.0% |
| Participation rate | 65.9% | 71.6%-5.7pp | 84.6%-18.8pp | 68.7%-2.8pp |
| Annual return | 34.65% | 0.37%+34.3pp | 61.98%-27.3pp | 2041.45%-2006.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,923 | $3,131-6.6% | $4,895-40.3% | $3,192-8.4% |
| Admin fee / account holder | $317 | $5,986-94.7% | $11,612-97.3% | $4,297-92.6% |