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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 | $55,470-36.7% | $155,556-77.4% | $74,478-52.8% |
| Participation rate | 15.0% | 61.9%-46.9pp | 78.2%-63.2pp | 67.2%-52.2pp |
| Annual return | 11.98% | 269.80%-257.8pp | 64.84%-52.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $863 | $2,838-69.6% | $5,631-84.7% | $4,350-80.2% |
| Admin fee / account holder | $8,504 | $1,744+387.6% | $15,885-46.5% | $1,946+337.0% |