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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 | $21,265 | $58,241-63.5% | $81,780-74.0% | $80,911-73.7% |
| Participation rate | 48.8% | 63.4%-14.6pp | 72.4%-23.5pp | 67.6%-18.8pp |
| Annual return | 20.25% | 41.73%-21.5pp | 776.27%-756.0pp | 35.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,698 | $3,283-17.8% | $4,321-37.5% | $4,297-37.2% |
| Admin fee / account holder | $819 | $4,973-83.5% | $7,384-88.9% | $6,935-88.2% |