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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 | $30,845 | $85,766-64.0% | $136,298-77.4% | $70,126-56.0% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 54.83% | 31.46%+23.4pp | 5156.27%-5101.4pp | 73.15%-18.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,758 | $5,051+53.6% | $6,247+24.2% | $3,332+132.9% |
| Admin fee / account holder | $5,231 | $5,421-3.5% | $9,244-43.4% | $4,645+12.6% |