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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 | $33,173 | $85,766-61.3% | $136,297-75.7% | $70,124-52.7% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 21.42% | 31.45%-10.0pp | 5156.19%-5134.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,594 | $5,051+50.3% | $6,247+21.6% | $3,332+127.9% |
| Admin fee / account holder | $1,730 | $5,420-68.1% | $9,244-81.3% | $4,645-62.8% |