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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 | $21,537 | $51,638-58.3% | $68,368-68.5% | $82,448-73.9% |
| Participation rate | 39.5% | 63.6%-24.1pp | 73.8%-34.2pp | 68.1%-28.5pp |
| Annual return | 15.85% | 37.53%-21.7pp | 292.57%-276.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,646 | $2,914-9.2% | $4,123-35.8% | $4,139-36.1% |
| Admin fee / account holder | $4,553 | $4,643-2.0% | $5,150-11.6% | $7,234-37.1% |