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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 | $13,222 | $77,908-83.0% | $149,696-91.2% | $75,173-82.4% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.8%-42.1pp | 67.2%-30.5pp |
| Annual return | 13.75% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,713 | $3,411-49.8% | $5,682-69.8% | $4,126-58.5% |
| Admin fee / account holder | $1,184 | $5,950-80.1% | $13,212-91.0% | $5,651-79.1% |