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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 | $15,656 | $85,169-81.6% | $172,755-90.9% | $72,983-78.5% |
| Participation rate | 39.7% | 70.1%-30.4pp | 82.6%-43.0pp | 69.5%-29.8pp |
| Annual return | 16.44% | 27.32%-10.9pp | 802.94%-786.5pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,157 | $3,260-64.5% | $5,198-77.7% | $3,608-67.9% |
| Admin fee / account holder | $1,207 | $5,880-79.5% | $13,955-91.3% | $5,124-76.4% |