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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 | $10,984 | $108,882-89.9% | $96,754-88.6% | $154,746-92.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 15.20% | 98.39%-83.2pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,482 | $5,323-53.4% | $4,758-47.8% | $6,730-63.1% |
| Admin fee / account holder | $3,240 | $10,200-68.2% | $8,905-63.6% | $14,365-77.4% |