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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 | $58,100 | $62,409-6.9% | $120,574-51.8% | $74,459-22.0% |
| Participation rate | 30.9% | 56.8%-25.8pp | 71.9%-41.0pp | 67.2%-36.3pp |
| Annual return | 12.16% | 18.62%-6.5pp | 107.42%-95.3pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,710 | $2,888-40.8% | $4,996-65.8% | $4,350-60.7% |
| Admin fee / account holder | $23,082 | $2,394+864.3% | $9,445+144.4% | $1,945+1086.9% |