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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 | $13,629 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.38% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,675 | $6,166-56.6% | $5,453-50.9% | $6,407-58.2% |
| Admin fee / account holder | $415 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |