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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 | $93,592 | $85,171+9.9% | $172,752-45.8% | $72,975+28.3% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 20.80% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,256 | $3,260-0.1% | $5,198-37.4% | $3,608-9.8% |
| Admin fee / account holder | $3,957 | $5,880-32.7% | $13,955-71.6% | $5,124-22.8% |