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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 | $15,826 | $154,467-89.8% | $130,270-87.9% | $139,487-88.7% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.3%-36.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 30.58%-30.6pp | 38.89%-38.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,378 | $5,175-73.4% | $4,128-66.6% | $4,755-71.0% |
| Participant deferral / active EE | $4,858 | $8,497-42.8% | $6,797-28.5% | $6,713-27.6% |
| Admin fee / account holder | $1,175 | $9,222-87.3% | $6,022-80.5% | $11,407-89.7% |