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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 | $18,614 | $49,897-62.7% | $80,648-76.9% | $75,177-75.2% |
| Participation rate | 27.1% | 55.3%-28.2pp | 67.0%-39.9pp | 67.2%-40.1pp |
| Annual return | 25.07% | 34.68%-9.6pp | 937.21%-912.1pp | 160.75%-135.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,989 | $2,992-0.1% | $4,443-32.7% | $4,126-27.6% |
| Admin fee / account holder | $2,656 | $3,579-25.8% | $5,382-50.6% | $5,651-53.0% |