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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 | $57,061-72.6% | $85,063-81.6% | $80,911-80.7% |
| Participation rate | 16.9% | 56.3%-39.5pp | 67.5%-50.6pp | 67.6%-50.8pp |
| Annual return | 68.11% | 21.66%+46.4pp | 66.54%+1.6pp | 35.63%+32.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $945 | $3,110-69.6% | $4,523-79.1% | $4,297-78.0% |
| Admin fee / account holder | $6,049 | $4,986+21.3% | $6,155-1.7% | $6,935-12.8% |