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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 | $15,142 | $47,105-67.9% | $68,368-77.9% | $67,986-77.7% |
| Participation rate | 15.5% | 51.8%-36.3pp | 73.8%-58.2pp | 57.2%-41.7pp |
| Annual return | 25.15% | 48.37%-23.2pp | 292.57%-267.4pp | 31.67%-6.5pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,171 | $2,374-50.7% | $4,123-71.6% | $3,358-65.1% |
| Admin fee / account holder | $759 | $2,435-68.8% | $5,150-85.3% | $3,203-76.3% |