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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 | $9,442 | $57,140-83.5% | $85,240-88.9% | $80,959-88.3% |
| Participation rate | 49.1% | 56.4%-7.3pp | 67.5%-18.4pp | 67.7%-18.6pp |
| Annual return | 12.12% | 21.71%-9.6pp | 66.75%-54.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $3,115-53.4% | $4,527-67.9% | $4,300-66.2% |
| Admin fee / account holder | $1,671 | $4,992-66.5% | $6,165-72.9% | $6,925-75.9% |