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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 | $19,084 | $95,601-80.0% | $77,183-75.3% | $139,456-86.3% |
| Participation rate | 15.8% | 74.0%-58.2pp | 69.6%-53.8pp | 80.3%-64.5pp |
| Annual return | 154.50% | 54.96%+99.5pp | 37.89%+116.6pp | 373.45%-219.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,167 | $4,623-74.7% | $3,833-69.5% | $6,711-82.6% |
| Admin fee / account holder | $715 | $8,302-91.4% | $5,475-86.9% | $11,407-93.7% |