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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 | $12,837 | $77,814-83.5% | $158,223-91.9% | $86,983-85.2% |
| Participation rate | 13.7% | 68.4%-54.7pp | 79.2%-65.5pp | 69.5%-55.8pp |
| Annual return | 25.13% | 30.54%-5.4pp | 52.09%-27.0pp | 25.83%-0.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,366 | $3,270-58.2% | $5,467-75.0% | $4,194-67.4% |
| Admin fee / account holder | $1,876 | $5,879-68.1% | $16,047-88.3% | $7,856-76.1% |