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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 | $12,763 | $38,967-67.2% | $86,233-85.2% | $79,634-84.0% |
| Participation rate | 6.5% | 34.1%-27.6pp | 69.0%-62.5pp | 62.5%-56.0pp |
| Annual return | 17.81% | 49.90%-32.1pp | 61.39%-43.6pp | 36.46%-18.6pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $375 | $1,663-77.5% | $4,559-91.8% | $3,835-90.2% |
| Admin fee / account holder | $2,512 | $2,660-5.6% | $8,342-69.9% | $1,002+150.7% |