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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 | $32,055 | $85,766-62.6% | $136,298-76.5% | $70,126-54.3% |
| Participation rate | 48.0% | 74.2%-26.2pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 18.62% | 31.46%-12.8pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,357 | $5,051+45.6% | $6,247+17.8% | $3,332+120.8% |
| Admin fee / account holder | $5,190 | $5,421-4.3% | $9,244-43.9% | $4,645+11.7% |