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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 | $81,037 | $85,766-5.5% | $136,298-40.5% | $70,126+15.6% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 16.72% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,978 | $5,051-1.5% | $6,247-20.3% | $3,332+49.4% |
| Admin fee / account holder | $14,269 | $5,421+163.2% | $9,244+54.4% | $4,645+207.2% |