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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 | $25,274 | $123,750-79.6% | $69,611-63.7% | $145,877-82.7% |
| Participation rate | 22.7% | 69.2%-46.5pp | 66.4%-43.7pp | 80.3%-57.6pp |
| Annual return | 12.23% | 192.03%-179.8pp | 101.14%-88.9pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,523 | $4,243-64.1% | $2,891-47.3% | $6,691-77.2% |
| Admin fee / account holder | $2,522 | $7,817-67.7% | $4,696-46.3% | $13,402-81.2% |