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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 | $75,999 | $85,766-11.4% | $136,298-44.2% | $70,126+8.4% |
| Participation rate | 44.2% | 74.2%-30.0pp | 81.9%-37.7pp | 69.5%-25.4pp |
| Annual return | 18.17% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,013 | $5,051+19.0% | $6,247-3.7% | $3,332+80.5% |
| Admin fee / account holder | $2,760 | $5,421-49.1% | $9,244-70.1% | $4,645-40.6% |