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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 | $61,125-74.8% | $94,057-83.6% | $87,485-82.4% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.3%-32.6pp | 68.9%-28.2pp |
| Annual return | 22.94% | 35.20%-12.3pp | 480.62%-457.7pp | 26.06%-3.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,601 | $3,260-50.9% | $4,709-66.0% | $4,274-62.5% |
| Admin fee / account holder | $1,432 | $5,629-74.6% | $7,244-80.2% | $7,775-81.6% |