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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 | $55,446-42.1% | $155,574-79.4% | $74,429-56.9% |
| Participation rate | 21.3% | 61.9%-40.6pp | 78.2%-56.9pp | 67.2%-45.9pp |
| Annual return | 15.89% | 269.20%-253.3pp | 64.87%-49.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $896 | $2,836-68.4% | $5,629-84.1% | $4,348-79.4% |
| Admin fee / account holder | $502 | $1,743-71.2% | $15,914-96.8% | $1,944-74.2% |