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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 | $24,198 | $67,823-64.3% | $52,425-53.8% | $137,256-82.4% |
| Participation rate | 26.7% | 63.9%-37.2pp | 55.6%-29.0pp | 80.0%-53.3pp |
| Annual return | 21.00% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,309 | $2,288-42.8% | $1,790-26.9% | $6,407-79.6% |
| Admin fee / account holder | $636 | $2,844-77.6% | $2,495-74.5% | $12,270-94.8% |