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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 | $14,511 | $97,125-85.1% | $86,233-83.2% | $137,256-89.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 22.42% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,818 | $5,180-45.6% | $4,559-38.2% | $6,407-56.0% |
| Admin fee / account holder | $2,104 | $9,725-78.4% | $8,342-74.8% | $12,270-82.9% |