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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 | $26,100 | $85,766-69.6% | $136,298-80.9% | $70,126-62.8% |
| Participation rate | 49.2% | 74.2%-25.0pp | 81.9%-32.7pp | 69.5%-20.4pp |
| Annual return | 17.84% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,386 | $5,051-33.0% | $6,247-45.8% | $3,332+1.6% |
| Admin fee / account holder | $341 | $5,421-93.7% | $9,244-96.3% | $4,645-92.6% |