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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 | $22,771 | $63,346-64.1% | $92,240-75.3% | $70,126-67.5% |
| Participation rate | 23.6% | 68.7%-45.1pp | 76.5%-52.9pp | 69.5%-45.9pp |
| Annual return | 16.28% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,396 | $2,854-51.1% | $3,897-64.2% | $3,332-58.1% |
| Admin fee / account holder | $6,343 | $3,841+65.2% | $5,194+22.1% | $4,645+36.5% |