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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 | $12,474 | $99,053-87.4% | $88,179-85.9% | $138,895-91.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.1%-29.1pp | 79.9%-39.9pp |
| Annual return | 13.21% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $924 | $5,225-82.3% | $4,614-80.0% | $6,396-85.6% |
| Admin fee / account holder | $641 | $8,748-92.7% | $7,673-91.6% | $12,562-94.9% |