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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 | $62,654 | $59,448+5.4% | $93,696-33.1% | $74,459-15.9% |
| Participation rate | 38.6% | 59.6%-21.0pp | 68.7%-30.1pp | 67.2%-28.6pp |
| Annual return | 15.05% | 82.11%-67.1pp | 133.74%-118.7pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,054 | $3,052+32.8% | $4,417-8.2% | $4,350-6.8% |
| Admin fee / account holder | $12,198 | $3,027+302.9% | $8,287+47.2% | $1,945+527.2% |