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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 | $24,430 | $70,121-65.2% | $63,803-61.7% | $138,895-82.4% |
| Participation rate | 16.7% | 77.2%-60.5pp | 72.7%-56.0pp | 79.9%-63.3pp |
| Annual return | 17.31% | 946.48%-929.2pp | 543.72%-526.4pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,477 | $4,535-67.4% | $3,843-61.6% | $6,396-76.9% |
| Admin fee / account holder | $9,218 | $6,738+36.8% | $5,196+77.4% | $12,562-26.6% |