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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 | $18,546 | $53,128-65.1% | $86,582-78.6% | $70,126-73.6% |
| Participation rate | 34.1% | 65.3%-31.2pp | 73.5%-39.4pp | 69.5%-35.4pp |
| Annual return | 20.07% | 27.66%-7.6pp | 965.08%-945.0pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,711 | $2,695+0.6% | $3,609-24.9% | $3,332-18.6% |
| Admin fee / account holder | $412 | $3,584-88.5% | $4,904-91.6% | $4,645-91.1% |