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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 | $17,265 | $49,976-65.5% | $66,674-74.1% | $82,637-79.1% |
| Participation rate | 16.0% | 63.1%-47.1pp | 73.7%-57.7pp | 68.1%-52.1pp |
| Annual return | 18.17% | 39.09%-20.9pp | 321.24%-303.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $535 | $2,847-81.2% | $4,084-86.9% | $4,126-87.0% |
| Admin fee / account holder | $432 | $4,594-90.6% | $5,098-91.5% | $7,339-94.1% |