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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 | $12,545 | $51,207-75.5% | $70,565-82.2% | $75,177-83.3% |
| Participation rate | 57.4% | 61.0%-3.5pp | 68.4%-10.9pp | 67.2%-9.8pp |
| Annual return | 18.46% | 30.05%-11.6pp | 32.79%-14.3pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,514 | $2,850-46.9% | $4,568-66.9% | $4,126-63.3% |
| Admin fee / account holder | $784 | $4,097-80.9% | $6,430-87.8% | $5,651-86.1% |