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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 | $17,121 | $106,267-83.9% | $96,520-82.3% | $139,456-87.7% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 16.85% | 38.45%-21.6pp | 35.72%-18.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,397 | $5,454-74.4% | $4,879-71.4% | $6,711-79.2% |
| Admin fee / account holder | $516 | $7,882-93.5% | $6,733-92.3% | $11,407-95.5% |