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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 | $59,166 | $41,150+43.8% | $80,607-26.6% | $71,495-17.2% |
| Participation rate | 21.5% | 50.3%-28.8pp | 67.0%-45.5pp | 67.9%-46.4pp |
| Annual return | 15.70% | 38.48%-22.8pp | 936.11%-920.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,129 | $2,701-58.2% | $4,448-74.6% | $4,291-73.7% |
| Admin fee / account holder | $2,262 | $1,841+22.9% | $5,379-57.9% | $1,588+42.5% |