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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 | $86,753 | $88,203-1.6% | $165,100-47.5% | $74,478+16.5% |
| Participation rate | 39.4% | 73.1%-33.7pp | 78.6%-39.2pp | 67.2%-27.8pp |
| Annual return | 13.45% | 17.13%-3.7pp | 70.21%-56.8pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,002 | $4,505-33.4% | $6,035-50.3% | $4,350-31.0% |
| Admin fee / account holder | $10,578 | $2,235+373.3% | $12,696-16.7% | $1,946+443.6% |