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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 | $58,759 | $85,766-31.5% | $136,297-56.9% | $70,124-16.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 17.04% | 31.45%-14.4pp | 5156.19%-5139.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,137 | $5,051+1.7% | $6,247-17.8% | $3,332+54.2% |
| Admin fee / account holder | $6,922 | $5,420+27.7% | $9,244-25.1% | $4,645+49.0% |