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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 | $15,461 | $94,439-83.6% | $73,658-79.0% | $154,746-90.0% |
| Participation rate | 28.6% | 64.7%-36.1pp | 57.0%-28.5pp | 80.7%-52.1pp |
| Annual return | 10.37% | 28.25%-17.9pp | 29.72%-19.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $939 | $2,527-62.9% | $2,062-54.5% | $6,730-86.1% |
| Admin fee / account holder | $1,260 | $3,843-67.2% | $3,357-62.5% | $14,365-91.2% |