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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 | $15,136 | $211,288-92.8% | $178,540-91.5% | $145,884-89.6% |
| Participation rate | 39.1% | 80.8%-41.7pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 17.15% | 30.27%-13.1pp | 27.15%-10.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,179 | $6,967-25.7% | $6,281-17.5% | $6,690-22.6% |
| Admin fee / account holder | $6,786 | $12,105-43.9% | $10,424-34.9% | $13,392-49.3% |