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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 | $15,817 | $77,638-79.6% | $156,551-89.9% | $62,881-74.8% |
| Participation rate | 30.6% | 71.2%-40.6pp | 84.0%-53.4pp | 69.3%-38.7pp |
| Annual return | 9.76% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,818 | $3,046-40.3% | $4,871-62.7% | $3,203-43.2% |
| Admin fee / account holder | $1,291 | $5,561-76.8% | $13,028-90.1% | $4,296-69.9% |