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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 | $10,458 | $49,891-79.0% | $80,607-87.0% | $75,181-86.1% |
| Participation rate | 16.9% | 55.3%-38.5pp | 67.0%-50.1pp | 67.2%-50.3pp |
| Annual return | 14.62% | 34.67%-20.0pp | 936.11%-921.5pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,343 | $2,991-55.1% | $4,448-69.8% | $4,126-67.4% |
| Admin fee / account holder | $993 | $3,578-72.2% | $5,379-81.5% | $5,650-82.4% |