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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 | $211,239-92.8% | $178,528-91.5% | $145,877-89.6% |
| Participation rate | 39.1% | 80.8%-41.7pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 17.15% | 30.22%-13.1pp | 27.11%-10.0pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,179 | $6,963-25.6% | $6,278-17.5% | $6,691-22.6% |
| Admin fee / account holder | $6,786 | $12,095-43.9% | $10,419-34.9% | $13,402-49.4% |