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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 | $35,137 | $55,446-36.6% | $155,574-77.4% | $74,429-52.8% |
| Participation rate | 15.0% | 61.9%-46.9pp | 78.2%-63.2pp | 67.2%-52.2pp |
| Annual return | 11.98% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $863 | $2,836-69.6% | $5,629-84.7% | $4,348-80.2% |
| Admin fee / account holder | $8,504 | $1,743+387.9% | $15,914-46.6% | $1,944+337.4% |