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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 | $55,594 | $55,470+0.2% | $155,556-64.3% | $74,478-25.4% |
| Participation rate | 33.5% | 61.9%-28.4pp | 78.2%-44.7pp | 67.2%-33.7pp |
| Annual return | 11.49% | 269.80%-258.3pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,867 | $2,838+36.3% | $5,631-31.3% | $4,350-11.1% |
| Admin fee / account holder | $13,939 | $1,744+699.2% | $15,885-12.2% | $1,946+616.4% |