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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 | $12,990 | $57,073-77.2% | $85,126-84.7% | $80,925-83.9% |
| Participation rate | 13.8% | 56.4%-42.6pp | 67.5%-53.7pp | 67.7%-53.9pp |
| Annual return | 15.06% | 21.69%-6.6pp | 66.63%-51.6pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,312 | $3,113-57.9% | $4,523-71.0% | $4,299-69.5% |
| Admin fee / account holder | $350 | $4,988-93.0% | $6,160-94.3% | $6,940-95.0% |