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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 | $61,125-77.2% | $94,057-85.2% | $87,485-84.1% |
| Participation rate | 21.2% | 64.1%-42.9pp | 73.3%-52.1pp | 68.9%-47.7pp |
| Annual return | 16.86% | 35.20%-18.3pp | 480.62%-463.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,109 | $3,260-66.0% | $4,709-76.5% | $4,274-74.0% |
| Admin fee / account holder | $392 | $5,629-93.0% | $7,244-94.6% | $7,775-95.0% |