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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 | $17,657 | $58,258-69.7% | $81,820-78.4% | $80,925-78.2% |
| Participation rate | 55.4% | 63.5%-8.0pp | 72.4%-17.0pp | 67.7%-12.2pp |
| Annual return | 12.68% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $891 | $3,284-72.9% | $4,323-79.4% | $4,299-79.3% |
| Admin fee / account holder | $2,932 | $4,976-41.1% | $7,391-60.3% | $6,940-57.8% |