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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 | $6,873 | $76,407-91.0% | $150,298-95.4% | $82,448-91.7% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 18.78% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,196 | $3,214-62.8% | $5,453-78.1% | $4,139-71.1% |
| Admin fee / account holder | $633 | $6,352-90.0% | $14,116-95.5% | $7,234-91.3% |