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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 | $11,775 | $75,541-84.4% | $152,093-92.3% | $82,637-85.8% |
| Participation rate | 52.9% | 66.5%-13.6pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 16.92% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,934 | $3,206-39.7% | $5,451-64.5% | $4,126-53.1% |
| Admin fee / account holder | $1,330 | $6,405-79.2% | $14,497-90.8% | $7,339-81.9% |