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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 | $24,049 | $104,116-76.9% | $71,089-66.2% | $135,380-82.2% |
| Participation rate | 65.0% | 65.7%-0.7pp | 54.6%+10.4pp | 82.6%-17.6pp |
| Annual return | 7.13% | 1256.51%-1249.4pp | 650.65%-643.5pp | 519.81%-512.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $748 | $2,524-70.4% | $1,873-60.1% | $5,609-86.7% |
| Admin fee / account holder | $4,494 | $4,142+8.5% | $3,082+45.8% | $10,828-58.5% |