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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 | $11,952 | $100,139-88.1% | $85,187-86.0% | $145,884-91.8% |
| Participation rate | 6.7% | 74.1%-67.4pp | 67.5%-60.9pp | 80.3%-73.6pp |
| Annual return | 9.61% | 84.15%-74.5pp | 66.67%-57.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,656 | $5,296-68.7% | $4,525-63.4% | $6,690-75.3% |
| Admin fee / account holder | $687 | $7,262-90.5% | $6,162-88.9% | $13,392-94.9% |