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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 | $122,803 | $85,766+43.2% | $136,298-9.9% | $70,126+75.1% |
| Participation rate | 55.9% | 74.2%-18.3pp | 81.9%-26.0pp | 69.5%-13.7pp |
| Annual return | 16.61% | 31.46%-14.8pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,382 | $5,051+6.5% | $6,247-13.8% | $3,332+61.5% |
| Admin fee / account holder | $1,199 | $5,421-77.9% | $9,244-87.0% | $4,645-74.2% |