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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 | $11,405 | $48,337-76.4% | $67,560-83.1% | $80,959-85.9% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.7%-3.0pp |
| Annual return | 16.46% | 18.26%-1.8pp | 3533.50%-3517.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,129 | $2,928-61.5% | $4,004-71.8% | $4,300-73.8% |
| Admin fee / account holder | $1,804 | $3,695-51.2% | $3,994-54.8% | $6,925-74.0% |