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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 | $10,881 | $45,343-76.0% | $150,298-92.8% | $67,986-84.0% |
| Participation rate | 21.4% | 51.9%-30.5pp | 77.8%-56.4pp | 57.2%-35.8pp |
| Annual return | 24.07% | 33.28%-9.2pp | 62.79%-38.7pp | 31.67%-7.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $688 | $2,055-66.5% | $5,453-87.4% | $3,358-79.5% |
| Admin fee / account holder | $614 | $2,250-72.7% | $14,116-95.7% | $3,203-80.8% |