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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 | $17,267 | $77,638-77.8% | $156,551-89.0% | $62,881-72.5% |
| Participation rate | 36.8% | 71.2%-34.4pp | 84.0%-47.2pp | 69.3%-32.5pp |
| Annual return | 5.52% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,032 | $3,046-66.1% | $4,871-78.8% | $3,203-67.8% |
| Admin fee / account holder | $1,063 | $5,561-80.9% | $13,028-91.8% | $4,296-75.2% |