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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 | $36,517 | $62,393-41.5% | $120,580-69.7% | $74,478-51.0% |
| Participation rate | 18.3% | 56.8%-38.5pp | 72.0%-53.7pp | 67.2%-48.9pp |
| Annual return | 30.79% | 18.61%+12.2pp | 107.48%-76.7pp | 1370.56%-1339.8pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,572 | $2,886-45.5% | $4,995-68.5% | $4,350-63.9% |
| Admin fee / account holder | $1,341 | $2,396-44.0% | $9,418-85.8% | $1,946-31.1% |