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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 | $17,867 | $95,406-81.3% | $185,849-90.4% | $85,847-79.2% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.7pp |
| Annual return | 16.50% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,769 | $3,424-19.1% | $5,569-50.3% | $3,952-29.9% |
| Admin fee / account holder | $535 | $7,214-92.6% | $16,244-96.7% | $6,261-91.5% |