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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 | $81,276-81.2% | $155,574-90.2% | $80,925-81.1% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.7%-22.9pp |
| Annual return | 14.93% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,358 | $3,453-60.7% | $5,629-75.9% | $4,299-68.4% |
| Admin fee / account holder | $1,511 | $7,993-81.1% | $15,914-90.5% | $6,940-78.2% |