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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 | $18,957 | $27,243-30.4% | $52,425-63.8% | $79,634-76.2% |
| Participation rate | 4.9% | 22.4%-17.6pp | 55.6%-50.8pp | 62.5%-57.6pp |
| Annual return | 17.63% | 63.36%-45.7pp | 302.12%-284.5pp | 36.46%-18.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $228 | $636-64.1% | $1,790-87.2% | $3,835-94.0% |
| Admin fee / account holder | $2,100 | $2,105-0.2% | $2,495-15.8% | $1,002+109.6% |