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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 | $59,432 | $85,766-30.7% | $136,297-56.4% | $70,131-15.3% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 17.39% | 31.45%-14.1pp | 5156.16%-5138.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,499 | $5,051+147.4% | $6,247+100.1% | $3,332+275.2% |
| Admin fee / account holder | $4,139 | $5,420-23.7% | $9,244-55.2% | $4,645-10.9% |