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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 | $5,261 | $67,823-92.2% | $52,425-90.0% | $137,256-96.2% |
| Participation rate | 19.0% | 63.9%-44.9pp | 55.6%-36.6pp | 80.0%-60.9pp |
| Annual return | 17.58% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $490 | $2,288-78.6% | $1,790-72.6% | $6,407-92.3% |
| Admin fee / account holder | $1,520 | $2,844-46.6% | $2,495-39.1% | $12,270-87.6% |