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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 | $64,873 | $85,766-24.4% | $136,298-52.4% | $70,126-7.5% |
| Participation rate | 60.2% | 74.2%-13.9pp | 81.9%-21.7pp | 69.5%-9.3pp |
| Annual return | 17.66% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,364 | $5,051+6.2% | $6,247-14.1% | $3,332+61.0% |
| Admin fee / account holder | $7,478 | $5,421+38.0% | $9,244-19.1% | $4,645+61.0% |