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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 | $25,713 | $125,778-79.6% | $114,563-77.6% | $154,746-83.4% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.9%-44.3pp | 80.7%-52.1pp |
| Annual return | 16.69% | 295.14%-278.4pp | 241.09%-224.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,553 | $4,445-65.1% | $4,142-62.5% | $6,730-76.9% |
| Admin fee / account holder | $3,531 | $8,190-56.9% | $7,623-53.7% | $14,365-75.4% |