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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 | $13,956 | $55,902-75.0% | $76,030-81.6% | $80,959-82.8% |
| Participation rate | 34.5% | 62.1%-27.5pp | 69.1%-34.5pp | 67.7%-33.1pp |
| Annual return | 11.43% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,267 | $3,051-58.5% | $4,257-70.2% | $4,300-70.5% |
| Admin fee / account holder | $1,367 | $5,239-73.9% | $6,421-78.7% | $6,925-80.3% |