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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 | $17,900 | $91,179-80.4% | $178,499-90.0% | $79,852-77.6% |
| Participation rate | 33.8% | 69.2%-35.4pp | 81.9%-48.2pp | 69.6%-35.9pp |
| Annual return | 11.41% | 24.19%-12.8pp | 151.10%-139.7pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,029 | $3,236-68.2% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $469 | $6,749-93.0% | $13,986-96.6% | $5,306-91.2% |