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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 | $16,273 | $111,814-85.4% | $103,378-84.3% | $145,978-88.9% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 12.79% | 24.80%-12.0pp | 24.91%-12.1pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,642 | $5,618-35.2% | $5,058-28.0% | $6,690-45.6% |
| Admin fee / account holder | $2,160 | $9,764-77.9% | $8,401-74.3% | $13,400-83.9% |