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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 | $43,730-54.7% | $66,674-70.3% | $64,097-69.1% |
| Participation rate | 11.2% | 50.7%-39.5pp | 73.7%-62.4pp | 55.2%-43.9pp |
| Annual return | 16.68% | 53.62%-36.9pp | 321.24%-304.6pp | 34.64%-18.0pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $590 | $2,122-72.2% | $4,084-85.6% | $3,080-80.8% |
| Admin fee / account holder | $2,202 | $2,708-18.7% | $5,098-56.8% | $3,454-36.3% |