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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 | $87,539 | $85,766+2.1% | $136,297-35.8% | $70,124+24.8% |
| Participation rate | 26.8% | 74.2%-47.4pp | 81.9%-55.1pp | 69.5%-42.8pp |
| Annual return | 15.97% | 31.45%-15.5pp | 5156.19%-5140.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,235 | $5,051-55.8% | $6,247-64.2% | $3,332-32.9% |
| Admin fee / account holder | $13,447 | $5,420+148.1% | $9,244+45.5% | $4,645+189.5% |