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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 | $77,942 | $85,766-9.1% | $136,298-42.8% | $70,126+11.1% |
| Participation rate | 32.3% | 74.2%-41.9pp | 81.9%-49.7pp | 69.5%-37.3pp |
| Annual return | 14.30% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,885 | $5,051-23.1% | $6,247-37.8% | $3,332+16.6% |
| Admin fee / account holder | $7,576 | $5,421+39.8% | $9,244-18.0% | $4,645+63.1% |