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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 | $11,356 | $57,590-80.3% | $86,233-86.8% | $82,448-86.2% |
| Participation rate | 44.2% | 57.9%-13.6pp | 69.0%-24.8pp | 68.1%-23.8pp |
| Annual return | 529.34% | 22.41%+506.9pp | 61.39%+468.0pp | 41.64%+487.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,005 | $3,080-67.4% | $4,559-77.9% | $4,139-75.7% |
| Admin fee / account holder | $1,126 | $4,730-76.2% | $8,342-86.5% | $7,234-84.4% |