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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 | $12,770 | $48,327-73.6% | $67,575-81.1% | $80,935-84.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 34.01% | 18.31%+15.7pp | 3528.98%-3495.0pp | 35.66%-1.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,421 | $2,927-51.5% | $4,003-64.5% | $4,299-67.0% |
| Admin fee / account holder | $2,148 | $3,692-41.8% | $3,993-46.2% | $6,924-69.0% |