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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 | $33,913 | $85,766-60.5% | $136,298-75.1% | $70,126-51.6% |
| Participation rate | 59.4% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 17.27% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,665 | $5,051-7.6% | $6,247-25.3% | $3,332+40.0% |
| Admin fee / account holder | $1,025 | $5,421-81.1% | $9,244-88.9% | $4,645-77.9% |