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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 | $26,477 | $106,905-75.2% | $84,020-68.5% | $152,885-82.7% |
| Participation rate | 46.2% | 75.2%-29.1pp | 69.0%-22.9pp | 82.5%-36.3pp |
| Annual return | 22.58% | 105.00%-82.4pp | 71.31%-48.7pp | 345.39%-322.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,868 | $4,012-53.4% | $3,239-42.3% | $5,851-68.1% |
| Admin fee / account holder | $1,380 | $8,287-83.3% | $6,101-77.4% | $11,598-88.1% |