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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 | $55,727 | $85,766-35.0% | $136,298-59.1% | $70,126-20.5% |
| Participation rate | 32.1% | 74.2%-42.1pp | 81.9%-49.8pp | 69.5%-37.5pp |
| Annual return | 21.04% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,526 | $5,051+9.4% | $6,247-11.6% | $3,332+65.8% |
| Admin fee / account holder | $4,010 | $5,421-26.0% | $9,244-56.6% | $4,645-13.7% |