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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 | $56,776 | $80,753-29.7% | $136,298-58.3% | $62,293-8.9% |
| Participation rate | 26.6% | 73.5%-47.0pp | 81.9%-55.4pp | 69.5%-43.0pp |
| Annual return | 29.93% | 35.83%-5.9pp | 5156.27%-5126.3pp | 28.90%+1.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,238 | $5,164-37.3% | $6,247-48.2% | $3,169+2.2% |
| Admin fee / account holder | $2,077 | $525+295.3% | $9,244-77.5% | $479+333.3% |