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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 | $26,286 | $55,437-52.6% | $155,534-83.1% | $74,459-64.7% |
| Participation rate | 26.2% | 61.9%-35.7pp | 78.2%-52.0pp | 67.2%-41.0pp |
| Annual return | 13.62% | 269.58%-256.0pp | 64.92%-51.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,183 | $2,837-58.3% | $5,630-79.0% | $4,350-72.8% |
| Admin fee / account holder | $955 | $1,742-45.2% | $15,900-94.0% | $1,945-50.9% |