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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 | $63,822 | $59,467+7.3% | $93,727-31.9% | $74,478-14.3% |
| Participation rate | 33.0% | 59.6%-26.6pp | 68.7%-35.7pp | 67.2%-34.2pp |
| Annual return | 11.41% | 82.14%-70.7pp | 133.83%-122.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,261 | $3,052-25.9% | $4,417-48.8% | $4,350-48.0% |
| Admin fee / account holder | $7,145 | $3,028+135.9% | $8,292-13.8% | $1,946+267.2% |