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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 | $36,419 | $80,812-54.9% | $160,784-77.3% | $82,448-55.8% |
| Participation rate | 68.8% | 66.2%+2.5pp | 77.0%-8.2pp | 68.1%+0.7pp |
| Annual return | 14.86% | 100.59%-85.7pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,708 | $4,335-14.5% | $6,293-41.1% | $4,139-10.4% |
| Admin fee / account holder | $6,691 | $7,695-13.0% | $9,717-31.1% | $7,234-7.5% |