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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 | $10,953 | $81,262-86.5% | $155,602-93.0% | $80,911-86.5% |
| Participation rate | 27.4% | 66.2%-38.8pp | 78.2%-50.8pp | 67.6%-40.3pp |
| Annual return | 28.93% | 33.34%-4.4pp | 64.81%-35.9pp | 35.63%-6.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,150 | $3,451-66.7% | $5,629-79.6% | $4,297-73.2% |
| Admin fee / account holder | $455 | $7,992-94.3% | $15,923-97.1% | $6,935-93.4% |