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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 | $10,103 | $111,535-90.9% | $105,223-90.4% | $137,256-92.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 21.73% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,991 | $5,500-45.6% | $5,072-41.0% | $6,407-53.3% |
| Admin fee / account holder | $478 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |