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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 | $22,763 | $114,013-80.0% | $103,693-78.0% | $155,188-85.3% |
| Participation rate | 43.5% | 75.2%-31.7pp | 72.6%-29.2pp | 80.8%-37.3pp |
| Annual return | 15.06% | 49.31%-34.3pp | 47.61%-32.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,209 | $4,970-75.7% | $4,579-73.6% | $6,531-81.5% |
| Admin fee / account holder | $412 | $8,407-95.1% | $7,858-94.8% | $14,480-97.2% |