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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 | $15,020 | $107,944-86.1% | $91,994-83.7% | $152,885-90.2% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 23.95% | 89.26%-65.3pp | 69.03%-45.1pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,005 | $6,365-37.1% | $5,923-32.4% | $5,851-31.5% |
| Admin fee / account holder | $9,197 | $10,521-12.6% | $7,743+18.8% | $11,598-20.7% |