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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 | $15,131 | $39,766-62.0% | $66,674-77.3% | $71,012-78.7% |
| Participation rate | 15.7% | 47.7%-31.9pp | 73.7%-58.0pp | 58.6%-42.8pp |
| Annual return | 27.87% | 181.39%-153.5pp | 321.24%-293.4pp | 37.67%-9.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $688 | $1,868-63.1% | $4,084-83.1% | $3,246-78.8% |
| Admin fee / account holder | $2,130 | $1,097+94.2% | $5,098-58.2% | $1,167+82.5% |