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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 | $14,647 | $102,978-85.8% | $90,287-83.8% | $152,870-90.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 29.60% | 95.17%-65.6pp | 78.10%-48.5pp | 345.34%-315.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,460 | $4,281-42.5% | $3,885-36.7% | $5,850-57.9% |
| Admin fee / account holder | $442 | $6,171-92.8% | $5,351-91.7% | $11,597-96.2% |