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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 | $11,462 | $57,140-79.9% | $85,240-86.6% | $80,959-85.8% |
| Participation rate | 29.3% | 56.4%-27.1pp | 67.5%-38.3pp | 67.7%-38.4pp |
| Annual return | 10.82% | 21.71%-10.9pp | 66.75%-55.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $910 | $3,115-70.8% | $4,527-79.9% | $4,300-78.8% |
| Admin fee / account holder | $2,856 | $4,992-42.8% | $6,165-53.7% | $6,925-58.8% |