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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 | $111,787-86.0% | $93,681-83.3% | $145,978-89.3% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 16.12% | 203.52%-187.4pp | 133.47%-117.3pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,097 | $4,918-57.4% | $4,415-52.5% | $6,690-68.7% |
| Admin fee / account holder | $897 | $10,256-91.3% | $8,290-89.2% | $13,400-93.3% |