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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 | $16,165 | $29,319-44.9% | $52,425-69.2% | $82,448-80.4% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 21.68% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,669 | $1,171+42.5% | $1,790-6.8% | $4,139-59.7% |
| Admin fee / account holder | $454 | $1,962-76.9% | $2,495-81.8% | $7,234-93.7% |