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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 | $21,593 | $68,681-68.6% | $86,615-75.1% | $85,847-74.8% |
| Participation rate | 37.2% | 66.4%-29.1pp | 71.6%-34.4pp | 69.3%-32.1pp |
| Annual return | 71.25% | 20.12%+51.1pp | 63.51%+7.7pp | 318.61%-247.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,671 | $2,919-8.5% | $3,699-27.8% | $3,952-32.4% |
| Admin fee / account holder | $5,134 | $5,974-14.1% | $5,830-11.9% | $6,261-18.0% |