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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 | $18,513 | $99,921-81.5% | $85,009-78.2% | $145,959-87.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 9.10% | 83.89%-74.8pp | 66.47%-57.4pp | 561.95%-552.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,704 | $5,293+7.8% | $4,522+26.2% | $6,689-14.7% |
| Admin fee / account holder | $1,403 | $7,252-80.7% | $6,153-77.2% | $13,398-89.5% |