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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 | $20,205 | $47,105-57.1% | $68,368-70.4% | $67,986-70.3% |
| Participation rate | 39.4% | 51.8%-12.4pp | 73.8%-34.4pp | 57.2%-17.8pp |
| Annual return | 14.78% | 48.37%-33.6pp | 292.57%-277.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,291 | $2,374-45.6% | $4,123-68.7% | $3,358-61.6% |
| Admin fee / account holder | $2,709 | $2,435+11.3% | $5,150-47.4% | $3,203-15.4% |