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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 | $15,196 | $58,275-73.9% | $81,844-81.4% | $80,935-81.2% |
| Participation rate | 28.4% | 63.5%-35.1pp | 72.4%-44.0pp | 67.7%-39.3pp |
| Annual return | 13.75% | 41.82%-28.1pp | 778.87%-765.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,433 | $3,285-25.9% | $4,323-43.7% | $4,299-43.4% |
| Admin fee / account holder | $2,750 | $4,749-42.1% | $7,355-62.6% | $6,924-60.3% |