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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 | $16,498 | $70,666-76.7% | $169,385-90.3% | $75,181-78.1% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.2%-17.2pp | 67.2%-7.2pp |
| Annual return | 16.82% | 36.37%-19.5pp | 405.82%-389.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,856 | $4,308-33.7% | $6,221-54.1% | $4,126-30.8% |
| Admin fee / account holder | $2,949 | $5,402-45.4% | $9,011-67.3% | $5,650-47.8% |