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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 | $14,718 | $121,701-87.9% | $104,639-85.9% | $158,982-90.7% |
| Participation rate | 39.1% | 77.5%-38.4pp | 74.1%-34.9pp | 82.0%-42.8pp |
| Annual return | 13.92% | 465.72%-451.8pp | 340.67%-326.7pp | 302.99%-289.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,683 | $4,176-35.8% | $3,738-28.2% | $5,983-55.2% |
| Admin fee / account holder | $3,598 | $7,778-53.7% | $6,465-44.3% | $11,252-68.0% |