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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 | $58,911 | $100,060-41.1% | $149,721-60.7% | $70,126-16.0% |
| Participation rate | 54.3% | 83.6%-29.2pp | 87.1%-32.7pp | 69.5%-15.2pp |
| Annual return | 18.80% | 27.46%-8.7pp | 1501.67%-1482.9pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,433 | $4,982+49.2% | $6,568+13.2% | $3,332+123.1% |
| Admin fee / account holder | $4,641 | $8,285-44.0% | $11,282-58.9% | $4,645-0.1% |