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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 | $19,982 | $73,848-72.9% | $143,799-86.1% | $68,486-70.8% |
| Participation rate | 26.7% | 66.7%-40.0pp | 80.3%-53.6pp | 67.9%-41.2pp |
| Annual return | 432.23% | 0.91%+431.3pp | -0.04%+432.3pp | -7.85%+440.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,123 | $3,385-66.8% | $5,638-80.1% | $4,028-72.1% |
| Admin fee / account holder | $316 | $5,755-94.5% | $14,677-97.8% | $5,404-94.2% |