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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 | $15,329 | $100,073-84.7% | $85,126-82.0% | $145,877-89.5% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 12.00% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,003 | $5,294-62.2% | $4,523-55.7% | $6,691-70.1% |
| Admin fee / account holder | $1,040 | $7,261-85.7% | $6,160-83.1% | $13,402-92.2% |