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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 | $15,532 | $55,437-72.0% | $155,534-90.0% | $74,459-79.1% |
| Participation rate | 23.0% | 61.9%-38.9pp | 78.2%-55.2pp | 67.2%-44.2pp |
| Annual return | 15.18% | 269.58%-254.4pp | 64.92%-49.7pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,307 | $2,837-53.9% | $5,630-76.8% | $4,350-69.9% |
| Admin fee / account holder | $1,794 | $1,742+3.0% | $15,900-88.7% | $1,945-7.8% |