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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 | $14,914 | $45,041-66.9% | $63,003-76.3% | $70,131-78.7% |
| Participation rate | 17.9% | 69.5%-51.7pp | 74.8%-57.0pp | 69.5%-51.7pp |
| Annual return | 16.74% | 18.76%-2.0pp | 87.59%-70.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,052 | $2,465-57.3% | $3,329-68.4% | $3,332-68.4% |
| Admin fee / account holder | $410 | $2,836-85.6% | $3,600-88.6% | $4,645-91.2% |