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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 | $12,830 | $102,638-87.5% | $81,982-84.4% | $158,982-91.9% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.3%-33.5pp | 82.0%-46.3pp |
| Annual return | 13.79% | 61.05%-47.3pp | 41.31%-27.5pp | 302.99%-289.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,153 | $4,649-75.2% | $3,722-69.0% | $5,983-80.7% |
| Admin fee / account holder | $2,596 | $8,237-68.5% | $5,665-54.2% | $11,252-76.9% |