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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 | $84,102 | $85,766-1.9% | $136,298-38.3% | $70,126+19.9% |
| Participation rate | 31.4% | 74.2%-42.7pp | 81.9%-50.5pp | 69.5%-38.1pp |
| Annual return | 19.84% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,492 | $2,966-49.7% | $4,696-68.2% | $2,343-36.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,092 | $5,421-79.9% | $9,244-88.2% | $4,645-76.5% |