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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 | $12,073 | $45,050-73.2% | $63,018-80.8% | $70,126-82.8% |
| Participation rate | 42.6% | 69.5%-27.0pp | 74.8%-32.2pp | 69.5%-27.0pp |
| Annual return | 18.46% | 18.76%-0.3pp | 87.62%-69.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,652 | $2,466-33.0% | $3,330-50.4% | $3,332-50.4% |
| Admin fee / account holder | $3,348 | $2,834+18.1% | $3,601-7.0% | $4,645-27.9% |