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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 | $26,860 | $49,896-46.2% | $80,627-66.7% | $75,173-64.3% |
| Participation rate | 21.6% | 55.3%-33.8pp | 67.0%-45.4pp | 67.2%-45.6pp |
| Annual return | 17.05% | 34.67%-17.6pp | 936.76%-919.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,146 | $2,992-28.3% | $4,443-51.7% | $4,126-48.0% |
| Admin fee / account holder | $3,412 | $3,578-4.6% | $5,381-36.6% | $5,651-39.6% |