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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 | $42,572 | $85,766-50.4% | $136,297-68.8% | $70,124-39.3% |
| Participation rate | 61.7% | 74.2%-12.5pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 22.59% | 31.45%-8.9pp | 5156.19%-5133.6pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,699 | $5,051+32.6% | $6,247+7.2% | $3,332+101.1% |
| Admin fee / account holder | $11,254 | $5,420+107.6% | $9,244+21.7% | $4,645+142.3% |