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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 | $15,656 | $101,063-84.5% | $81,473-80.8% | $147,586-89.4% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 10.99% | 32.41%-21.4pp | 38.78%-27.8pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,646 | $4,242-37.6% | $3,537-25.2% | $5,439-51.3% |
| Admin fee / account holder | $4,350 | $5,812-25.2% | $4,561-4.6% | $10,886-60.0% |