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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 | $64,232 | $80,753-20.5% | $136,298-52.9% | $62,293+3.1% |
| Participation rate | 42.5% | 73.5%-31.0pp | 81.9%-39.4pp | 69.5%-27.0pp |
| Annual return | 19.05% | 35.83%-16.8pp | 5156.27%-5137.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,326 | $5,164-35.6% | $6,247-46.8% | $3,169+5.0% |
| Admin fee / account holder | $549 | $525+4.5% | $9,244-94.1% | $479+14.6% |