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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 | $23,509 | $80,812-70.9% | $160,784-85.4% | $82,448-71.5% |
| Participation rate | 68.4% | 66.2%+2.2pp | 77.0%-8.5pp | 68.1%+0.4pp |
| Annual return | 16.29% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,460 | $4,335-43.3% | $6,293-60.9% | $4,139-40.6% |
| Admin fee / account holder | $425 | $7,695-94.5% | $9,717-95.6% | $7,234-94.1% |