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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 | $17,102 | $48,053-64.4% | $84,637-79.8% | $72,976-76.6% |
| Participation rate | 30.2% | 57.6%-27.3pp | 68.2%-38.0pp | 69.5%-39.3pp |
| Annual return | 129.60% | 37.39%+92.2pp | 258.82%-129.2pp | 81.02%+48.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,538 | $2,681-5.3% | $3,900-34.9% | $3,608-29.6% |
| Admin fee / account holder | $694 | $3,395-79.5% | $4,914-85.9% | $5,124-86.4% |