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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 | $36,595-65.1% | $88,179-85.5% | $71,012-82.0% |
| Participation rate | 6.5% | 29.2%-22.7pp | 69.1%-62.6pp | 58.6%-52.1pp |
| Annual return | 17.81% | 61.46%-43.7pp | 64.97%-47.2pp | 37.67%-19.9pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $375 | $1,195-68.6% | $4,614-91.9% | $3,246-88.5% |
| Admin fee / account holder | $2,512 | $2,755-8.8% | $7,673-67.3% | $1,167+115.2% |