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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 | $38,640 | $48,337-20.1% | $67,560-42.8% | $80,959-52.3% |
| Participation rate | 38.1% | 66.4%-28.3pp | 72.9%-34.8pp | 67.7%-29.6pp |
| Annual return | 238.01% | 18.26%+219.8pp | 3533.50%-3295.5pp | 35.67%+202.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,330 | $2,928-20.4% | $4,004-41.8% | $4,300-45.8% |
| Admin fee / account holder | $653 | $3,695-82.3% | $3,994-83.7% | $6,925-90.6% |