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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 | $10,663 | $99,053-89.2% | $88,179-87.9% | $138,895-92.3% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.1%-27.0pp | 79.9%-37.8pp |
| Annual return | 18.82% | 78.17%-59.4pp | 64.97%-46.2pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,111 | $5,225-78.7% | $4,614-75.9% | $6,396-82.6% |
| Admin fee / account holder | $465 | $8,748-94.7% | $7,673-93.9% | $12,562-96.3% |