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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 | $16,099 | $49,897-67.7% | $80,648-80.0% | $75,177-78.6% |
| Participation rate | 51.6% | 55.3%-3.7pp | 67.0%-15.4pp | 67.2%-15.6pp |
| Annual return | 21.40% | 34.68%-13.3pp | 937.21%-915.8pp | 160.75%-139.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,241 | $2,992+75.2% | $4,443+17.9% | $4,126+27.0% |
| Admin fee / account holder | $955 | $3,579-73.3% | $5,382-82.3% | $5,651-83.1% |