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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 | $15,471 | $49,976-69.0% | $66,674-76.8% | $82,637-81.3% |
| Participation rate | 40.7% | 63.1%-22.4pp | 73.7%-32.9pp | 68.1%-27.3pp |
| Annual return | 19.31% | 39.09%-19.8pp | 321.24%-301.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,086 | $2,847+8.4% | $4,084-24.4% | $4,126-25.2% |
| Admin fee / account holder | $2,380 | $4,594-48.2% | $5,098-53.3% | $7,339-67.6% |