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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 | $53,015 | $48,570+9.2% | $130,660-59.4% | $72,976-27.4% |
| Participation rate | 52.6% | 58.6%-5.9pp | 71.7%-19.1pp | 69.5%-16.9pp |
| Annual return | 19.06% | 38.63%-19.6pp | 1709.29%-1690.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,723 | $2,384+56.2% | $3,603+3.3% | $3,608+3.2% |
| Admin fee / account holder | $7,702 | $3,549+117.0% | $5,463+41.0% | $5,124+50.3% |