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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 | $25,693 | $85,766-70.0% | $136,298-81.1% | $70,126-63.4% |
| Participation rate | 36.8% | 74.2%-37.3pp | 81.9%-45.1pp | 69.5%-32.7pp |
| Annual return | 24.19% | 31.46%-7.3pp | 5156.27%-5132.1pp | 73.15%-49.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,902 | $5,051-22.8% | $6,247-37.5% | $3,332+17.1% |
| Admin fee / account holder | $814 | $5,421-85.0% | $9,244-91.2% | $4,645-82.5% |