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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 | $26,568 | $106,905-75.1% | $84,020-68.4% | $152,885-82.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 17.81% | 105.00%-87.2pp | 71.31%-53.5pp | 345.39%-327.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,663 | $4,012-33.6% | $3,239-17.8% | $5,851-54.5% |
| Admin fee / account holder | $1,014 | $8,287-87.8% | $6,101-83.4% | $11,598-91.3% |