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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 | $17,819 | $105,856-83.2% | $90,161-80.2% | $147,586-87.9% |
| Participation rate | 38.9% | 79.7%-40.8pp | 76.9%-38.0pp | 82.8%-43.9pp |
| Annual return | 27.08% | 37.63%-10.6pp | 34.89%-7.8pp | 578.59%-551.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,685 | $5,733-35.7% | $5,287-30.3% | $5,439-32.3% |
| Admin fee / account holder | $806 | $8,046-90.0% | $5,943-86.4% | $10,886-92.6% |