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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 | $16,369 | $107,941-84.8% | $91,994-82.2% | $152,909-89.3% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.6pp |
| Annual return | 22.14% | 89.28%-67.1pp | 69.04%-46.9pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,023 | $6,366-68.2% | $5,924-65.8% | $5,851-65.4% |
| Admin fee / account holder | $1,205 | $10,521-88.5% | $7,744-84.4% | $11,601-89.6% |