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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 | $19,820 | $45,900-56.8% | $94,057-78.9% | $64,340-69.2% |
| Participation rate | 11.2% | 50.6%-39.3pp | 73.3%-62.1pp | 55.2%-44.0pp |
| Annual return | 16.68% | 50.47%-33.8pp | 480.62%-463.9pp | 24.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $590 | $2,102-71.9% | $4,709-87.5% | $2,980-80.2% |
| Admin fee / account holder | $2,202 | $3,143-30.0% | $7,244-69.6% | $3,703-40.5% |