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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 | $15,679 | $111,878-86.0% | $93,727-83.3% | $145,897-89.3% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.3pp | 80.3%-43.9pp |
| Annual return | 16.12% | 204.28%-188.2pp | 133.83%-117.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,097 | $4,920-57.4% | $4,417-52.5% | $6,689-68.6% |
| Admin fee / account holder | $897 | $10,256-91.3% | $8,292-89.2% | $13,390-93.3% |