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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 | $21,944 | $55,437-60.4% | $155,534-85.9% | $74,459-70.5% |
| Participation rate | 18.3% | 61.9%-43.5pp | 78.2%-59.9pp | 67.2%-48.9pp |
| Annual return | 14.37% | 269.58%-255.2pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,420 | $2,837-50.0% | $5,630-74.8% | $4,350-67.4% |
| Admin fee / account holder | $1,110 | $1,742-36.3% | $15,900-93.0% | $1,945-42.9% |