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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 | $44,420 | $55,470-19.9% | $155,556-71.4% | $74,478-40.4% |
| Participation rate | 25.8% | 61.9%-36.1pp | 78.2%-52.4pp | 67.2%-41.4pp |
| Annual return | 17.46% | 269.80%-252.3pp | 64.84%-47.4pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,074 | $2,838-26.9% | $5,631-63.2% | $4,350-52.3% |
| Admin fee / account holder | $1,481 | $1,744-15.1% | $15,885-90.7% | $1,946-23.9% |