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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 | $19,926 | $65,555-69.6% | $86,216-76.9% | $75,173-73.5% |
| Participation rate | 60.9% | 60.5%+0.5pp | 69.0%-8.0pp | 67.2%-6.3pp |
| Annual return | 18.19% | 46.07%-27.9pp | 1169.42%-1151.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,326 | $3,023-23.0% | $3,986-41.6% | $4,126-43.6% |
| Admin fee / account holder | $811 | $5,469-85.2% | $6,853-88.2% | $5,651-85.6% |