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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 | $66,960 | $48,570+37.9% | $130,660-48.8% | $72,976-8.2% |
| Participation rate | 52.0% | 58.6%-6.6pp | 71.7%-19.7pp | 69.5%-17.5pp |
| Annual return | 20.93% | 38.63%-17.7pp | 1709.29%-1688.4pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,189 | $2,384+33.8% | $3,603-11.5% | $3,608-11.6% |
| Admin fee / account holder | $579 | $3,549-83.7% | $5,463-89.4% | $5,124-88.7% |