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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 | $22,698 | $76,551-70.3% | $123,894-81.7% | $62,881-63.9% |
| Participation rate | 61.9% | 73.0%-11.1pp | 81.4%-19.5pp | 69.3%-7.4pp |
| Annual return | 98.14% | 18.68%+79.5pp | 47.52%+50.6pp | 20.14%+78.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,664 | $4,840+79.0% | $5,984+44.8% | $3,203+170.5% |
| Admin fee / account holder | $500 | $4,826-89.6% | $8,357-94.0% | $4,296-88.4% |