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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 | $13,635 | $49,896-72.7% | $80,627-83.1% | $75,173-81.9% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 21.48% | 34.67%-13.2pp | 936.76%-915.3pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,844 | $2,992-38.4% | $4,443-58.5% | $4,126-55.3% |
| Admin fee / account holder | $1,913 | $3,578-46.5% | $5,381-64.4% | $5,651-66.1% |