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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 | $30,866 | $56,134-45.0% | $96,171-67.9% | $85,847-64.0% |
| Participation rate | 19.4% | 56.7%-37.4pp | 68.4%-49.1pp | 69.3%-50.0pp |
| Annual return | 15.03% | 42.30%-27.3pp | 192.04%-177.0pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,015 | $2,858-29.5% | $4,350-53.7% | $3,952-49.0% |
| Admin fee / account holder | $2,092 | $3,769-44.5% | $5,538-62.2% | $6,261-66.6% |