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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 | $20,572 | $107,944-80.9% | $91,994-77.6% | $152,885-86.5% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 18.04% | 89.26%-71.2pp | 69.03%-51.0pp | 345.39%-327.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,395 | $6,365-30.9% | $5,923-25.8% | $5,851-24.9% |
| Admin fee / account holder | $2,589 | $10,521-75.4% | $7,743-66.6% | $11,598-77.7% |