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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 | $15,355 | $58,311-73.7% | $81,882-81.2% | $80,959-81.0% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 17.00% | 41.85%-24.8pp | 779.47%-762.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,260 | $3,287-61.7% | $4,323-70.9% | $4,300-70.7% |
| Admin fee / account holder | $721 | $4,752-84.8% | $7,360-90.2% | $6,925-89.6% |