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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 | $16,700 | $51,184-67.4% | $66,439-74.9% | $86,983-80.8% |
| Participation rate | 33.3% | 68.5%-35.2pp | 74.5%-41.2pp | 69.5%-36.2pp |
| Annual return | 13.20% | 17.07%-3.9pp | 757.66%-744.5pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,911 | $2,927-34.7% | $3,876-50.7% | $4,194-54.4% |
| Admin fee / account holder | $754 | $4,154-81.8% | $6,173-87.8% | $7,856-90.4% |