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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 | $14,251 | $35,183-59.5% | $73,550-80.6% | $70,126-79.7% |
| Participation rate | 60.0% | 42.9%+17.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 20.47% | 26.90%-6.4pp | -15.16%+35.6pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $565 | $1,220-53.7% | $1,804-68.7% | $3,332-83.0% |
| Admin fee / account holder | $1,071 | $2,302-53.5% | $2,320-53.8% | $4,645-77.0% |