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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 | $10,314 | $47,479-78.3% | $62,929-83.6% | $82,448-87.5% |
| Participation rate | 40.7% | 66.9%-26.1pp | 73.1%-32.4pp | 68.1%-27.3pp |
| Annual return | 115.82% | 20.34%+95.5pp | 1063.93%-948.1pp | 41.64%+74.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,956 | $2,870+3.0% | $3,888-24.0% | $4,139-28.6% |
| Admin fee / account holder | $551 | $3,804-85.5% | $5,065-89.1% | $7,234-92.4% |