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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 | $15,142 | $45,900-67.0% | $94,057-83.9% | $64,340-76.5% |
| Participation rate | 15.5% | 50.6%-35.0pp | 73.3%-57.8pp | 55.2%-39.7pp |
| Annual return | 25.15% | 50.47%-25.3pp | 480.62%-455.5pp | 24.14%+1.0pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,171 | $2,102-44.3% | $4,709-75.1% | $2,980-60.7% |
| Admin fee / account holder | $759 | $3,143-75.8% | $7,244-89.5% | $3,703-79.5% |