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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 | $23,768 | $34,316-30.7% | $74,723-68.2% | $72,976-67.4% |
| Participation rate | 67.9% | 42.4%+25.4pp | 54.5%+13.4pp | 69.5%-1.6pp |
| Annual return | 19.24% | 26.58%-7.3pp | 753.18%-733.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $885 | $1,272-30.4% | $1,962-54.9% | $3,608-75.5% |
| Admin fee / account holder | $300 | $2,125-85.9% | $3,335-91.0% | $5,124-94.1% |