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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 | $13,730 | $77,908-82.4% | $149,696-90.8% | $75,173-81.7% |
| Participation rate | 45.0% | 65.6%-20.6pp | 78.8%-33.8pp | 67.2%-22.2pp |
| Annual return | 14.46% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,893 | $3,411-44.5% | $5,682-66.7% | $4,126-54.1% |
| Admin fee / account holder | $895 | $5,950-85.0% | $13,212-93.2% | $5,651-84.2% |