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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 | $9,653 | $81,233-88.1% | $155,567-93.8% | $80,874-88.1% |
| Participation rate | 37.8% | 66.2%-28.5pp | 78.2%-40.4pp | 67.6%-29.9pp |
| Annual return | 22.60% | 33.33%-10.7pp | 64.74%-42.1pp | 35.62%-13.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,253 | $3,452-63.7% | $5,628-77.7% | $4,297-70.8% |
| Admin fee / account holder | $1,246 | $7,998-84.4% | $15,916-92.2% | $6,935-82.0% |