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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 | $24,804 | $85,766-71.1% | $136,297-81.8% | $70,124-64.6% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 15.88% | 31.45%-15.6pp | 5156.19%-5140.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,464 | $5,051+28.0% | $6,247+3.5% | $3,332+94.0% |
| Admin fee / account holder | $15,887 | $5,420+193.1% | $9,244+71.9% | $4,645+242.0% |