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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 | $26,956 | $85,766-68.6% | $136,298-80.2% | $70,126-61.6% |
| Participation rate | 67.1% | 74.2%-7.1pp | 81.9%-14.8pp | 69.5%-2.5pp |
| Annual return | 19.78% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,154 | $5,051+81.2% | $6,247+46.5% | $3,332+174.8% |
| Admin fee / account holder | $2,333 | $5,421-57.0% | $9,244-74.8% | $4,645-49.8% |