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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 | $13,442 | $134,001-90.0% | $112,258-88.0% | $134,509-90.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 5.36% | 47.15%-41.8pp | 27.47%-22.1pp | 418.13%-412.8pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,509 | $5,291-52.6% | $4,728-46.9% | $6,400-60.8% |
| Admin fee / account holder | $308 | $7,491-95.9% | $6,411-95.2% | $11,427-97.3% |