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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 | $48,304 | $78,690-38.6% | $161,489-70.1% | $87,485-44.8% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 16.84% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.2pp |
| Employer contribution / active EE | $732 | $2,588-71.7% | $4,268-82.8% | $2,596-71.8% |
| Participant deferral / active EE | $1,141 | $3,311-65.5% | $5,630-79.7% | $4,274-73.3% |
| Admin fee / account holder | $1,632 | $6,724-75.7% | $16,006-89.8% | $7,775-79.0% |