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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 | $17,653 | $60,504-70.8% | $81,882-78.4% | $74,478-76.3% |
| Participation rate | 27.2% | 62.9%-35.7pp | 72.4%-45.2pp | 67.2%-40.0pp |
| Annual return | 16.24% | 16.91%-0.7pp | 779.47%-763.2pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,331 | $3,400-31.4% | $4,323-46.1% | $4,350-46.4% |
| Admin fee / account holder | $418 | $1,492-72.0% | $7,360-94.3% | $1,946-78.5% |