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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 | $10,618 | $81,276-86.9% | $155,574-93.2% | $80,925-86.9% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 16.08% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,362 | $3,453-60.5% | $5,629-75.8% | $4,299-68.3% |
| Admin fee / account holder | $348 | $7,993-95.6% | $15,914-97.8% | $6,940-95.0% |