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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 | $24,137 | $58,292-58.6% | $86,640-72.1% | $71,511-66.2% |
| Participation rate | 28.1% | 65.0%-36.9pp | 71.7%-43.6pp | 67.9%-39.9pp |
| Annual return | 17.77% | 21.63%-3.9pp | 592.52%-574.7pp | 28.86%-11.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $955 | $3,438-72.2% | $4,438-78.5% | $4,291-77.8% |
| Admin fee / account holder | $2,229 | $1,057+110.8% | $5,616-60.3% | $1,588+40.3% |