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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 | $45,900-56.0% | $94,057-78.5% | $64,340-68.6% |
| Participation rate | 39.4% | 50.6%-11.2pp | 73.3%-34.0pp | 55.2%-15.9pp |
| Annual return | 14.78% | 50.47%-35.7pp | 480.62%-465.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,291 | $2,102-38.6% | $4,709-72.6% | $2,980-56.7% |
| Admin fee / account holder | $2,709 | $3,143-13.8% | $7,244-62.6% | $3,703-26.8% |