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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 | $16,971 | $124,314-86.3% | $109,163-84.5% | $167,518-89.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 14.17% | 26.04%-11.9pp | 25.75%-11.6pp | 478.71%-464.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,915 | $5,256-63.6% | $4,654-58.9% | $6,342-69.8% |
| Admin fee / account holder | $512 | $7,973-93.6% | $6,754-92.4% | $12,312-95.8% |