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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 | $21,157 | $57,305-63.1% | $86,640-75.6% | $75,173-71.9% |
| Participation rate | 18.4% | 63.2%-44.8pp | 71.7%-53.3pp | 67.2%-48.8pp |
| Annual return | 17.93% | 2674.24%-2656.3pp | 592.52%-574.6pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,204 | $3,320-63.7% | $4,438-72.9% | $4,126-70.8% |
| Admin fee / account holder | $318 | $4,116-92.3% | $5,616-94.3% | $5,651-94.4% |