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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 | $86,134 | $27,943+208.2% | $58,507+47.2% | $75,177+14.6% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-36.0pp |
| Annual return | 16.52% | 44.22%-27.7pp | 4252.32%-4235.8pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,816 | $1,202+134.3% | $1,922+46.5% | $4,126-31.8% |
| Admin fee / account holder | $2,701 | $1,727+56.4% | $2,486+8.7% | $5,651-52.2% |