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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 | $64,952 | $100,041-35.1% | $149,718-56.6% | $70,131-7.4% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.1%-30.2pp | 69.5%-12.7pp |
| Annual return | 15.20% | 27.43%-12.2pp | 1501.70%-1486.5pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,830 | $4,983-3.1% | $6,568-26.5% | $3,332+45.0% |
| Admin fee / account holder | $732 | $8,286-91.2% | $11,283-93.5% | $4,645-84.2% |