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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 | $26,002 | $52,519-50.5% | $155,789-83.3% | $59,633-56.4% |
| Participation rate | 35.9% | 61.7%-25.8pp | 76.1%-40.2pp | 68.7%-32.8pp |
| Annual return | 18.88% | 53.51%-34.6pp | 71.54%-52.7pp | 2041.40%-2022.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,104 | $3,084-64.2% | $4,798-77.0% | $3,192-65.4% |
| Admin fee / account holder | $1,535 | $3,540-56.6% | $7,477-79.5% | $4,297-64.3% |