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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 | $43,676 | $65,566-33.4% | $86,235-49.4% | $75,177-41.9% |
| Participation rate | 43.9% | 60.5%-16.5pp | 69.0%-25.0pp | 67.2%-23.3pp |
| Annual return | 25.42% | 46.07%-20.7pp | 1170.03%-1144.6pp | 160.75%-135.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,900 | $3,023-37.1% | $3,987-52.3% | $4,126-53.9% |
| Admin fee / account holder | $1,486 | $5,470-72.8% | $6,856-78.3% | $5,651-73.7% |