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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 | $67,210 | $85,766-21.6% | $136,298-50.7% | $70,126-4.2% |
| Participation rate | 38.5% | 74.2%-35.7pp | 81.9%-43.5pp | 69.5%-31.1pp |
| Annual return | 19.31% | 31.46%-12.1pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,722 | $5,051-6.5% | $6,247-24.4% | $3,332+41.7% |
| Admin fee / account holder | $2,348 | $5,421-56.7% | $9,244-74.6% | $4,645-49.5% |