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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 | $27,914 | $85,169-67.2% | $172,755-83.8% | $72,983-61.8% |
| Participation rate | 18.2% | 70.1%-51.9pp | 82.6%-64.5pp | 69.5%-51.3pp |
| Annual return | 54.07% | 27.32%+26.7pp | 802.94%-748.9pp | 81.01%-26.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,109 | $3,260-66.0% | $5,198-78.7% | $3,608-69.3% |
| Admin fee / account holder | $3,028 | $5,880-48.5% | $13,955-78.3% | $5,124-40.9% |