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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 | $22,330 | $61,787-63.9% | $97,197-77.0% | $80,925-72.4% |
| Participation rate | 26.9% | 63.5%-36.6pp | 72.7%-45.8pp | 67.7%-40.7pp |
| Annual return | 10.89% | -558.16%+569.1pp | 75.47%-64.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $948 | $3,027-68.7% | $4,263-77.8% | $4,299-78.0% |
| Admin fee / account holder | $4,064 | $5,170-21.4% | $5,637-27.9% | $6,940-41.4% |