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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 | $19,276 | $29,716-35.1% | $56,077-65.6% | $80,925-76.2% |
| Participation rate | 49.4% | 41.7%+7.7pp | 52.5%-3.1pp | 67.7%-18.3pp |
| Annual return | 11.16% | 35.30%-24.1pp | 1709.28%-1698.1pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $995 | $1,228-19.0% | $1,954-49.1% | $4,299-76.8% |
| Admin fee / account holder | $1,854 | $2,432-23.8% | $2,825-34.4% | $6,940-73.3% |