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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 | $15,864 | $58,311-72.8% | $81,882-80.6% | $80,959-80.4% |
| Participation rate | 44.0% | 63.5%-19.5pp | 72.4%-28.4pp | 67.7%-23.7pp |
| Annual return | 12.81% | 41.85%-29.0pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,800 | $3,287-14.8% | $4,323-35.2% | $4,300-34.9% |
| Admin fee / account holder | $675 | $4,752-85.8% | $7,360-90.8% | $6,925-90.2% |