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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 | $11,445 | $65,712-82.6% | $57,196-80.0% | $273,972-95.8% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 3.61% | 22.01%-18.4pp | 14.59%-11.0pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,027 | $3,782-46.4% | $3,096-34.5% | $5,287-61.7% |
| Admin fee / account holder | $489 | $4,838-89.9% | $3,141-84.4% | $10,133-95.2% |