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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 | $15,650 | $57,140-72.6% | $85,240-81.6% | $80,959-80.7% |
| Participation rate | 16.9% | 56.4%-39.5pp | 67.5%-50.6pp | 67.7%-50.8pp |
| Annual return | 68.11% | 21.71%+46.4pp | 66.75%+1.4pp | 35.67%+32.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $945 | $3,115-69.7% | $4,527-79.1% | $4,300-78.0% |
| Admin fee / account holder | $6,049 | $4,992+21.2% | $6,165-1.9% | $6,925-12.6% |