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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 | $4,559 | $51,638-91.2% | $68,368-93.3% | $82,448-94.5% |
| Participation rate | 25.4% | 63.6%-38.2pp | 73.8%-48.3pp | 68.1%-42.6pp |
| Annual return | 19.29% | 37.53%-18.2pp | 292.57%-273.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,194 | $2,914-59.0% | $4,123-71.0% | $4,139-71.1% |
| Admin fee / account holder | $2,735 | $4,643-41.1% | $5,150-46.9% | $7,234-62.2% |