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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 | $13,226 | $55,423-76.1% | $155,602-91.5% | $74,400-82.2% |
| Participation rate | 22.4% | 61.9%-39.5pp | 78.2%-55.8pp | 67.2%-44.8pp |
| Annual return | 11.15% | 269.07%-257.9pp | 64.81%-53.7pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,086 | $2,835-61.7% | $5,629-80.7% | $4,348-75.0% |
| Admin fee / account holder | $1,359 | $1,744-22.1% | $15,923-91.5% | $1,944-30.1% |