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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 | $11,969 | $45,343-73.6% | $150,298-92.0% | $67,986-82.4% |
| Participation rate | 19.4% | 51.9%-32.5pp | 77.8%-58.4pp | 57.2%-37.8pp |
| Annual return | 15.21% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $995 | $2,055-51.6% | $5,453-81.8% | $3,358-70.4% |
| Admin fee / account holder | $1,994 | $2,250-11.4% | $14,116-85.9% | $3,203-37.7% |