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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 | $20,284 | $48,364-58.1% | $71,796-71.7% | $62,881-67.7% |
| Participation rate | 35.4% | 60.6%-25.2pp | 69.1%-33.7pp | 69.3%-33.9pp |
| Annual return | 7.54% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,724 | $2,091-17.6% | $2,794-38.3% | $3,203-46.2% |
| Admin fee / account holder | $354 | $3,771-90.6% | $4,815-92.6% | $4,296-91.7% |