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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 | $19,776 | $69,248-71.4% | $64,101-69.1% | $139,466-85.8% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.8pp | 80.3%-24.8pp |
| Annual return | 24.66% | 45.95%-21.3pp | 33.72%-9.1pp | 373.66%-349.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,470 | $4,682+16.8% | $3,881+41.0% | $6,712-18.5% |
| Admin fee / account holder | $937 | $4,247-77.9% | $3,070-69.5% | $11,409-91.8% |