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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 | $20,740 | $49,199-57.8% | $121,204-82.9% | $75,173-72.4% |
| Participation rate | 56.9% | 55.4%+1.5pp | 69.5%-12.6pp | 67.2%-10.3pp |
| Annual return | 20.46% | 56.04%-35.6pp | 987.18%-966.7pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,216 | $2,630-15.7% | $4,083-45.7% | $4,126-46.3% |
| Admin fee / account holder | $2,557 | $3,946-35.2% | $5,651-54.8% | $5,651-54.8% |