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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 | $21,055 | $77,908-73.0% | $149,696-85.9% | $75,173-72.0% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 54.77% | 31.73%+23.0pp | 134.46%-79.7pp | 160.72%-106.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,668 | $3,411-51.1% | $5,682-70.7% | $4,126-59.6% |
| Admin fee / account holder | $1,222 | $5,950-79.5% | $13,212-90.7% | $5,651-78.4% |