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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 | $13,575 | $77,814-82.6% | $158,223-91.4% | $86,983-84.4% |
| Participation rate | 44.4% | 68.4%-24.0pp | 79.2%-34.8pp | 69.5%-25.1pp |
| Annual return | 17.69% | 30.54%-12.8pp | 52.09%-34.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,314 | $3,270-59.8% | $5,467-76.0% | $4,194-68.7% |
| Admin fee / account holder | $409 | $5,879-93.0% | $16,047-97.4% | $7,856-94.8% |