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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 | $15,288 | $81,233-81.2% | $155,567-90.2% | $80,874-81.1% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-22.9pp |
| Annual return | 14.93% | 33.33%-18.4pp | 64.74%-49.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,358 | $3,452-60.7% | $5,628-75.9% | $4,297-68.4% |
| Admin fee / account holder | $1,511 | $7,998-81.1% | $15,916-90.5% | $6,935-78.2% |