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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 | $23,587 | $61,125-61.4% | $94,057-74.9% | $87,485-73.0% |
| Participation rate | 24.1% | 64.1%-39.9pp | 73.3%-49.2pp | 68.9%-44.8pp |
| Annual return | 15.66% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,386 | $3,260-57.5% | $4,709-70.6% | $4,274-67.6% |
| Admin fee / account holder | $2,058 | $5,629-63.4% | $7,244-71.6% | $7,775-73.5% |