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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 | $55,472-19.9% | $155,567-71.4% | $74,546-40.4% |
| Participation rate | 25.8% | 61.9%-36.1pp | 78.2%-52.4pp | 67.2%-41.4pp |
| Annual return | 17.46% | 268.72%-251.3pp | 64.74%-47.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,074 | $2,838-26.9% | $5,628-63.1% | $4,347-52.3% |
| Admin fee / account holder | $1,481 | $1,743-15.0% | $15,916-90.7% | $1,944-23.8% |