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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 | $21,632 | $43,749-50.6% | $158,223-86.3% | $65,306-66.9% |
| Participation rate | 49.7% | 56.9%-7.2pp | 79.2%-29.5pp | 57.7%-8.0pp |
| Annual return | 118.28% | 19.41%+98.9pp | 52.09%+66.2pp | 21.94%+96.3pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,537 | $2,019-23.9% | $5,467-71.9% | $2,959-48.1% |
| Admin fee / account holder | $1,517 | $1,930-21.4% | $16,047-90.5% | $3,480-56.4% |