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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 | $12,793 | $41,150-68.9% | $80,627-84.1% | $71,511-82.1% |
| Participation rate | 39.7% | 50.3%-10.6pp | 67.0%-27.3pp | 67.9%-28.2pp |
| Annual return | 18.53% | 38.48%-19.9pp | 936.76%-918.2pp | 28.86%-10.3pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,719 | $2,701-36.4% | $4,443-61.3% | $4,291-59.9% |
| Admin fee / account holder | $4,366 | $1,841+137.1% | $5,381-18.9% | $1,588+174.8% |