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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 | $60,618 | $58,726+3.2% | $142,898-57.6% | $85,847-29.4% |
| Participation rate | 21.4% | 58.5%-37.1pp | 72.0%-50.5pp | 69.3%-47.9pp |
| Annual return | 15.31% | 27.73%-12.4pp | 5639.64%-5624.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,516 | $2,609-3.6% | $3,838-34.5% | $3,952-36.3% |
| Admin fee / account holder | $2,364 | $4,234-44.2% | $6,560-64.0% | $6,261-62.2% |