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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 | $17,667 | $70,366-74.9% | $66,674-73.5% | $138,895-87.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 20.88% | 386.41%-365.5pp | 321.24%-300.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,136 | $4,374+40.3% | $4,084+50.2% | $6,396-4.1% |
| Admin fee / account holder | $2,274 | $5,262-56.8% | $5,098-55.4% | $12,562-81.9% |