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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 | $15,438 | $103,008-85.0% | $90,304-82.9% | $152,897-89.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 18.14% | 95.22%-77.1pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $819 | $4,281-80.9% | $3,885-78.9% | $5,851-86.0% |
| Admin fee / account holder | $671 | $6,175-89.1% | $5,354-87.5% | $11,599-94.2% |