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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 | $32,343 | $47,105-31.3% | $68,368-52.7% | $67,986-52.4% |
| Participation rate | 25.2% | 51.8%-26.6pp | 73.8%-48.6pp | 57.2%-32.0pp |
| Annual return | 16.52% | 48.37%-31.9pp | 292.57%-276.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,198 | $2,374-49.5% | $4,123-70.9% | $3,358-64.3% |
| Admin fee / account holder | $1,894 | $2,435-22.2% | $5,150-63.2% | $3,203-40.9% |