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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 | $37,405 | $58,408-36.0% | $180,320-79.3% | $69,733-46.4% |
| Participation rate | 45.5% | 54.2%-8.7pp | 71.5%-26.0pp | 62.5%-16.9pp |
| Annual return | 14.65% | 15.02%-0.4pp | 778.54%-763.9pp | 15.22%-0.6pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,250 | $2,723-54.1% | $4,304-71.0% | $3,054-59.1% |
| Admin fee / account holder | $2,802 | $4,205-33.4% | $10,000-72.0% | $3,102-9.7% |