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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 | $77,397 | $45,119+71.5% | $85,126-9.1% | $74,429+4.0% |
| Participation rate | 13.8% | 49.4%-35.6pp | 67.5%-53.8pp | 67.2%-53.4pp |
| Annual return | 21.40% | 26.28%-4.9pp | 66.63%-45.2pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $945 | $2,738-65.5% | $4,523-79.1% | $4,348-78.3% |
| Admin fee / account holder | $1,680 | $2,214-24.1% | $6,160-72.7% | $1,944-13.6% |