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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 | $18,061 | $49,896-63.8% | $80,627-77.6% | $75,173-76.0% |
| Participation rate | 37.5% | 55.3%-17.8pp | 67.0%-29.5pp | 67.2%-29.7pp |
| Annual return | 22.88% | 34.67%-11.8pp | 936.76%-913.9pp | 160.72%-137.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,256 | $2,992+8.8% | $4,443-26.7% | $4,126-21.1% |
| Admin fee / account holder | $3,876 | $3,578+8.3% | $5,381-28.0% | $5,651-31.4% |