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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 | $23,215 | $78,694-70.5% | $67,652-65.7% | $125,389-81.5% |
| Participation rate | 58.8% | 78.8%-20.0pp | 75.7%-16.8pp | 83.2%-24.4pp |
| Annual return | 2971.12% | 9.46%+2961.7pp | 6625.40%-3654.3pp | 282.24%+2688.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,436 | $4,292+50.0% | $3,560+80.8% | $5,352+20.3% |
| Admin fee / account holder | $729 | $7,403-90.2% | $4,821-84.9% | $9,541-92.4% |