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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 | $68,068 | $85,766-20.6% | $136,298-50.1% | $70,126-2.9% |
| Participation rate | 55.9% | 74.2%-18.2pp | 81.9%-26.0pp | 69.5%-13.6pp |
| Annual return | 18.83% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,273 | $5,051+24.2% | $6,247+0.4% | $3,332+88.3% |
| Admin fee / account holder | $442 | $5,421-91.8% | $9,244-95.2% | $4,645-90.5% |