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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 | $44,304 | $55,437-20.1% | $155,534-71.5% | $74,459-40.5% |
| Participation rate | 14.4% | 61.9%-47.5pp | 78.2%-63.8pp | 67.2%-52.8pp |
| Annual return | 11.11% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,069 | $2,837-62.3% | $5,630-81.0% | $4,350-75.4% |
| Admin fee / account holder | $662 | $1,742-62.0% | $15,900-95.8% | $1,945-66.0% |