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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 | $61,709 | $80,812-23.6% | $160,784-61.6% | $82,448-25.2% |
| Participation rate | 52.9% | 66.2%-13.3pp | 77.0%-24.0pp | 68.1%-15.1pp |
| Annual return | 18.81% | 100.59%-81.8pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,400 | $4,335+47.6% | $6,293+1.7% | $4,139+54.6% |
| Admin fee / account holder | $2,680 | $7,695-65.2% | $9,717-72.4% | $7,234-63.0% |