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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 | $6,955 | $49,976-86.1% | $66,674-89.6% | $82,637-91.6% |
| Participation rate | 58.1% | 63.1%-5.0pp | 73.7%-15.6pp | 68.1%-10.0pp |
| Annual return | 24.15% | 39.09%-14.9pp | 321.24%-297.1pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,733 | $2,847-39.1% | $4,084-57.6% | $4,126-58.0% |
| Admin fee / account holder | $517 | $4,594-88.7% | $5,098-89.9% | $7,339-93.0% |