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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 | $16,776 | $77,920-78.5% | $149,723-88.8% | $75,177-77.7% |
| Participation rate | 27.5% | 65.6%-38.0pp | 78.8%-51.2pp | 67.2%-39.7pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,343 | $3,411-60.6% | $5,682-76.4% | $4,126-67.5% |
| Admin fee / account holder | $1,471 | $5,951-75.3% | $13,215-88.9% | $5,651-74.0% |