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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 | $26,246 | $51,638-49.2% | $68,368-61.6% | $82,448-68.2% |
| Participation rate | 40.5% | 63.6%-23.1pp | 73.8%-33.2pp | 68.1%-27.5pp |
| Annual return | 16.09% | 37.53%-21.4pp | 292.57%-276.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $549 | $2,914-81.1% | $4,123-86.7% | $4,139-86.7% |
| Admin fee / account holder | $1,454 | $4,643-68.7% | $5,150-71.8% | $7,234-79.9% |