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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 | $19,372 | $63,346-69.4% | $92,240-79.0% | $70,126-72.4% |
| Participation rate | 48.7% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.9pp |
| Annual return | 14.82% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,512 | $2,854-12.0% | $3,897-35.5% | $3,332-24.6% |
| Admin fee / account holder | $1,084 | $3,841-71.8% | $5,194-79.1% | $4,645-76.7% |