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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 | $14,003 | $81,331-82.8% | $155,534-91.0% | $80,935-82.7% |
| Participation rate | 24.3% | 66.3%-41.9pp | 78.2%-53.9pp | 67.7%-43.3pp |
| Annual return | 16.44% | 33.37%-16.9pp | 64.92%-48.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $923 | $3,454-73.3% | $5,630-83.6% | $4,299-78.5% |
| Admin fee / account holder | $2,278 | $7,999-71.5% | $15,900-85.7% | $6,924-67.1% |