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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 | $52,936 | $54,717-3.3% | $86,209-38.6% | $71,495-26.0% |
| Participation rate | 45.5% | 60.1%-14.6pp | 69.0%-23.4pp | 67.9%-22.4pp |
| Annual return | 21.23% | 20.07%+1.2pp | 1169.05%-1147.8pp | 28.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,004 | $3,110-35.6% | $3,986-49.7% | $4,291-53.3% |
| Admin fee / account holder | $2,350 | $1,922+22.3% | $6,853-65.7% | $1,588+48.0% |