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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 | $8,495 | $92,798-90.8% | $96,707-91.2% | $137,256-93.8% |
| Participation rate | 25.0% | 81.6%-56.6pp | 80.4%-55.4pp | 80.0%-55.0pp |
| Annual return | 24.52% | 31.24%-6.7pp | 34.78%-10.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,280 | $5,877-61.2% | $5,997-62.0% | $6,407-64.4% |
| Admin fee / account holder | $323 | $7,946-95.9% | $7,503-95.7% | $12,270-97.4% |