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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 | $32,111 | $55,470-42.1% | $155,556-79.4% | $74,478-56.9% |
| Participation rate | 21.3% | 61.9%-40.6pp | 78.2%-56.9pp | 67.2%-45.9pp |
| Annual return | 15.89% | 269.80%-253.9pp | 64.84%-49.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $896 | $2,838-68.4% | $5,631-84.1% | $4,350-79.4% |
| Admin fee / account holder | $502 | $1,744-71.2% | $15,885-96.8% | $1,946-74.2% |