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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 | $18,127 | $52,961-65.8% | $172,752-89.5% | $65,185-72.2% |
| Participation rate | 30.7% | 66.2%-35.5pp | 82.6%-52.0pp | 70.2%-39.5pp |
| Annual return | 25.84% | 30.12%-4.3pp | 802.97%-777.1pp | 29.38%-3.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,609 | $2,471-34.9% | $5,198-69.0% | $3,514-54.2% |
| Admin fee / account holder | $666 | $472+41.0% | $13,955-95.2% | $847-21.4% |