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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 | $22,708 | $58,275-61.0% | $81,844-72.3% | $80,935-71.9% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | 11.11% | 41.82%-30.7pp | 778.87%-767.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,323 | $3,285-59.7% | $4,323-69.4% | $4,299-69.2% |
| Admin fee / account holder | $2,768 | $4,749-41.7% | $7,355-62.4% | $6,924-60.0% |