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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 | $7,252 | $116,167-93.8% | $64,489-88.8% | $137,256-94.7% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 10.66% | 36.55%-25.9pp | 55.03%-44.4pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $678 | $4,215-83.9% | $2,778-75.6% | $6,407-89.4% |
| Admin fee / account holder | $543 | $6,188-91.2% | $4,260-87.3% | $12,270-95.6% |