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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 | $23,351 | $80,812-71.1% | $160,784-85.5% | $82,448-71.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 17.27% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,982 | $4,335-8.1% | $6,293-36.7% | $4,139-3.8% |
| Admin fee / account holder | $2,257 | $7,695-70.7% | $9,717-76.8% | $7,234-68.8% |