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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 | $17,523 | $77,908-77.5% | $149,696-88.3% | $75,173-76.7% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 17.98% | 31.73%-13.7pp | 134.46%-116.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,607 | $3,411-52.9% | $5,682-71.7% | $4,126-61.0% |
| Admin fee / account holder | $3,690 | $5,950-38.0% | $13,212-72.1% | $5,651-34.7% |