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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 | $22,707 | $49,199-53.8% | $121,204-81.3% | $75,173-69.8% |
| Participation rate | 64.9% | 55.4%+9.4pp | 69.5%-4.7pp | 67.2%-2.3pp |
| Annual return | 23.21% | 56.04%-32.8pp | 987.18%-964.0pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,942 | $2,630+11.9% | $4,083-27.9% | $4,126-28.7% |
| Admin fee / account holder | $2,381 | $3,946-39.7% | $5,651-57.9% | $5,651-57.9% |