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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 | $14,136 | $51,638-72.6% | $68,368-79.3% | $82,448-82.9% |
| Participation rate | 35.6% | 63.6%-28.1pp | 73.8%-38.2pp | 68.1%-32.5pp |
| Annual return | 33.14% | 37.53%-4.4pp | 292.57%-259.4pp | 41.64%-8.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,656 | $2,914-43.2% | $4,123-59.8% | $4,139-60.0% |
| Admin fee / account holder | $751 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |