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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 | $17,345 | $58,275-70.2% | $81,844-78.8% | $80,935-78.6% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.0pp | 67.7%-34.3pp |
| Annual return | 11.23% | 41.82%-30.6pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,837 | $3,285-44.1% | $4,323-57.5% | $4,299-57.3% |
| Admin fee / account holder | $2,573 | $4,749-45.8% | $7,355-65.0% | $6,924-62.8% |