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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 | $18,407 | $75,962-75.8% | $154,111-88.1% | $64,173-71.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 19.53% | 30.32%-10.8pp | 735.18%-715.7pp | 7.63%+11.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,692 | $3,175-46.7% | $5,081-66.7% | $3,470-51.2% |
| Admin fee / account holder | $3,178 | $5,589-43.1% | $13,411-76.3% | $4,887-35.0% |