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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 | $29,319 | $58,258-49.7% | $81,820-64.2% | $80,925-63.8% |
| Participation rate | 36.1% | 63.5%-27.4pp | 72.4%-36.3pp | 67.7%-31.5pp |
| Annual return | 13.03% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,108 | $3,284-35.8% | $4,323-51.2% | $4,299-51.0% |
| Admin fee / account holder | $1,632 | $4,976-67.2% | $7,391-77.9% | $6,940-76.5% |