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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 | $56,292 | $55,446+1.5% | $155,574-63.8% | $74,429-24.4% |
| Participation rate | 8.5% | 61.9%-53.4pp | 78.2%-69.7pp | 67.2%-58.7pp |
| Annual return | 14.61% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $819 | $2,836-71.1% | $5,629-85.5% | $4,348-81.2% |
| Admin fee / account holder | $7,629 | $1,743+337.7% | $15,914-52.1% | $1,944+292.4% |