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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 | $10,498 | $56,116-81.3% | $135,768-92.3% | $86,983-87.9% |
| Participation rate | 67.6% | 60.1%+7.5pp | 71.1%-3.4pp | 69.5%-1.9pp |
| Annual return | 13.99% | 125.33%-111.3pp | 526.10%-512.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,456 | $2,690-8.7% | $3,977-38.2% | $4,194-41.4% |
| Admin fee / account holder | $330 | $4,314-92.3% | $7,048-95.3% | $7,856-95.8% |