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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 | $13,923 | $51,638-73.0% | $68,368-79.6% | $82,448-83.1% |
| Participation rate | 21.2% | 63.6%-42.4pp | 73.8%-52.5pp | 68.1%-46.9pp |
| Annual return | 16.86% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,109 | $2,914-61.9% | $4,123-73.1% | $4,139-73.2% |
| Admin fee / account holder | $392 | $4,643-91.5% | $5,150-92.4% | $7,234-94.6% |