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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 | $63,245 | $45,123+40.2% | $85,240-25.8% | $74,478-15.1% |
| Participation rate | 22.0% | 49.4%-27.4pp | 67.5%-45.6pp | 67.2%-45.3pp |
| Annual return | 13.45% | 26.32%-12.9pp | 66.75%-53.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $916 | $2,736-66.5% | $4,527-79.8% | $4,350-79.0% |
| Admin fee / account holder | $3,295 | $2,215+48.8% | $6,165-46.5% | $1,946+69.4% |