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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 | $16,142 | $45,043-64.2% | $85,063-81.0% | $74,400-78.3% |
| Participation rate | 16.7% | 49.4%-32.7pp | 67.5%-50.8pp | 67.2%-50.5pp |
| Annual return | 45.25% | 26.26%+19.0pp | 66.54%-21.3pp | 1367.51%-1322.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,307 | $2,733-52.2% | $4,523-71.1% | $4,348-69.9% |
| Admin fee / account holder | $2,781 | $2,210+25.8% | $6,155-54.8% | $1,944+43.1% |