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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 | $11,692 | $102,245-88.6% | $89,340-86.9% | $137,256-91.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 16.79% | 21.89%-5.1pp | 20.57%-3.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,155 | $4,436-74.0% | $3,823-69.8% | $6,407-82.0% |
| Admin fee / account holder | $648 | $8,085-92.0% | $6,704-90.3% | $12,270-94.7% |