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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 | $18,935 | $49,976-62.1% | $66,674-71.6% | $82,637-77.1% |
| Participation rate | 43.8% | 63.1%-19.3pp | 73.7%-29.9pp | 68.1%-24.3pp |
| Annual return | 16.79% | 39.09%-22.3pp | 321.24%-304.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,589 | $2,847-44.2% | $4,084-61.1% | $4,126-61.5% |
| Admin fee / account holder | $709 | $4,594-84.6% | $5,098-86.1% | $7,339-90.3% |