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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 | $17,959 | $65,555-72.6% | $86,216-79.2% | $75,173-76.1% |
| Participation rate | 48.1% | 60.5%-12.3pp | 69.0%-20.8pp | 67.2%-19.1pp |
| Annual return | 13.97% | 46.07%-32.1pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,001 | $3,023-33.8% | $3,986-49.8% | $4,126-51.5% |
| Admin fee / account holder | $1,089 | $5,469-80.1% | $6,853-84.1% | $5,651-80.7% |