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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 | $25,876 | $70,418-63.3% | $96,570-73.2% | $85,847-69.9% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 23.99% | 18.59%+5.4pp | 37.79%-13.8pp | 318.61%-294.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,116 | $2,894+145.9% | $3,849+84.9% | $3,952+80.0% |
| Admin fee / account holder | $1,204 | $4,995-75.9% | $6,182-80.5% | $6,261-80.8% |