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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 | $55,446+0.3% | $155,574-64.3% | $74,429-25.3% |
| Participation rate | 33.5% | 61.9%-28.4pp | 78.2%-44.7pp | 67.2%-33.7pp |
| Annual return | 11.49% | 269.20%-257.7pp | 64.87%-53.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,867 | $2,836+36.4% | $5,629-31.3% | $4,348-11.1% |
| Admin fee / account holder | $13,939 | $1,743+699.7% | $15,914-12.4% | $1,944+616.9% |