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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 | $70,860 | $52,507+35.0% | $129,406-45.2% | $74,478-4.9% |
| Participation rate | 42.4% | 53.9%-11.5pp | 69.6%-27.2pp | 67.2%-24.8pp |
| Annual return | 15.54% | 15.64%-0.1pp | 9468.18%-9452.6pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,933 | $2,801+40.5% | $4,167-5.6% | $4,350-9.6% |
| Admin fee / account holder | $2,469 | $2,639-6.4% | $7,689-67.9% | $1,946+26.9% |