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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 | $14,328 | $49,239-70.9% | $70,462-79.7% | $79,858-82.1% |
| Participation rate | 31.7% | 69.2%-37.5pp | 75.1%-43.4pp | 69.6%-37.9pp |
| Annual return | 18.91% | 30.08%-11.2pp | 109.08%-90.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $886 | $2,769-68.0% | $3,710-76.1% | $3,740-76.3% |
| Admin fee / account holder | $422 | $2,876-85.3% | $3,845-89.0% | $5,306-92.1% |