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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 | $13,259 | $45,343-70.8% | $150,298-91.2% | $67,986-80.5% |
| Participation rate | 40.9% | 51.9%-10.9pp | 77.8%-36.9pp | 57.2%-16.3pp |
| Annual return | 18.17% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,501 | $2,055-26.9% | $5,453-72.5% | $3,358-55.3% |
| Admin fee / account holder | $553 | $2,250-75.4% | $14,116-96.1% | $3,203-82.7% |