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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 | $15,292 | $104,650-85.4% | $83,854-81.8% | $155,188-90.1% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 22.00% | 28.97%-7.0pp | 31.39%-9.4pp | 148.84%-126.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,696 | $2,367-28.4% | $2,035-16.7% | $6,531-74.0% |
| Admin fee / account holder | $494 | $3,518-86.0% | $3,197-84.5% | $14,480-96.6% |