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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 | $52,070 | $51,184+1.7% | $66,439-21.6% | $86,983-40.1% |
| Participation rate | 18.8% | 68.5%-49.7pp | 74.5%-55.7pp | 69.5%-50.8pp |
| Annual return | 11.89% | 17.07%-5.2pp | 757.66%-745.8pp | 25.83%-13.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,421 | $2,927-51.5% | $3,876-63.3% | $4,194-66.1% |
| Admin fee / account holder | $907 | $4,154-78.2% | $6,173-85.3% | $7,856-88.5% |