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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 | $21,099 | $95,415-77.9% | $185,851-88.6% | $85,851-75.4% |
| Participation rate | 52.6% | 68.8%-16.1pp | 81.7%-29.1pp | 69.3%-16.7pp |
| Annual return | 40.77% | 23.59%+17.2pp | 122.11%-81.3pp | 318.63%-277.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,453 | $3,424+0.9% | $5,569-38.0% | $3,952-12.6% |
| Admin fee / account holder | $316 | $7,215-95.6% | $16,245-98.1% | $6,261-95.0% |