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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 | $22,380 | $55,470-59.7% | $155,556-85.6% | $74,478-70.0% |
| Participation rate | 17.6% | 61.9%-44.3pp | 78.2%-60.6pp | 67.2%-49.6pp |
| Annual return | 14.11% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,453 | $2,838-48.8% | $5,631-74.2% | $4,350-66.6% |
| Admin fee / account holder | $4,334 | $1,744+148.5% | $15,885-72.7% | $1,946+122.8% |