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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 | $72,803 | $85,766-15.1% | $136,298-46.6% | $70,126+3.8% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 18.70% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,837 | $5,051-24.0% | $6,247-38.6% | $3,332+15.1% |
| Admin fee / account holder | $947 | $5,421-82.5% | $9,244-89.8% | $4,645-79.6% |