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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 | $16,348 | $53,128-69.2% | $86,582-81.1% | $70,126-76.7% |
| Participation rate | 32.4% | 65.3%-32.9pp | 73.5%-41.1pp | 69.5%-37.1pp |
| Annual return | 20.70% | 27.66%-7.0pp | 965.08%-944.4pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $994 | $2,695-63.1% | $3,609-72.5% | $3,332-70.2% |
| Admin fee / account holder | $592 | $3,584-83.5% | $4,904-87.9% | $4,645-87.3% |