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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 | $33,076 | $85,766-61.4% | $136,298-75.7% | $70,126-52.8% |
| Participation rate | 37.7% | 74.2%-36.4pp | 81.9%-44.2pp | 69.5%-31.8pp |
| Annual return | 19.78% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,296 | $5,051+24.6% | $6,247+0.8% | $3,332+89.0% |
| Admin fee / account holder | $9,302 | $5,421+71.6% | $9,244+0.6% | $4,645+100.2% |