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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 | $36,780 | $78,694-53.3% | $67,652-45.6% | $125,389-70.7% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 83.2%-15.0pp |
| Annual return | 37.51% | 9.46%+28.1pp | 6625.40%-6587.9pp | 282.24%-244.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,890 | $4,292-32.7% | $3,560-18.8% | $5,352-46.0% |
| Admin fee / account holder | $5,916 | $7,403-20.1% | $4,821+22.7% | $9,541-38.0% |