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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 | $15,411 | $51,638-70.2% | $68,368-77.5% | $82,448-81.3% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 22.94% | 37.53%-14.6pp | 292.57%-269.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,601 | $2,914-45.0% | $4,123-61.2% | $4,139-61.3% |
| Admin fee / account holder | $1,432 | $4,643-69.2% | $5,150-72.2% | $7,234-80.2% |