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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 | $13,988 | $90,486-84.5% | $78,676-82.2% | $273,972-94.9% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 5.27% | 75.62%-70.4pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,036 | $3,901-73.5% | $3,517-70.6% | $5,287-80.4% |
| Admin fee / account holder | $483 | $5,263-90.8% | $4,510-89.3% | $10,133-95.2% |