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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 | $12,988 | $182,442-92.9% | $163,379-92.1% | $138,895-90.6% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 14.34% | 72.74%-58.4pp | 63.41%-49.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,387 | $6,817-79.7% | $6,282-77.9% | $6,396-78.3% |
| Admin fee / account holder | $4,674 | $10,396-55.0% | $9,818-52.4% | $12,562-62.8% |