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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 | $34,450 | $55,437-37.9% | $155,534-77.9% | $74,459-53.7% |
| Participation rate | 54.8% | 61.9%-7.1pp | 78.2%-23.4pp | 67.2%-12.4pp |
| Annual return | 11.69% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,384 | $2,837+19.3% | $5,630-39.9% | $4,350-22.2% |
| Admin fee / account holder | $2,866 | $1,742+64.5% | $15,900-82.0% | $1,945+47.4% |