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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 | $13,383 | $77,638-82.8% | $156,551-91.5% | $62,881-78.7% |
| Participation rate | 33.8% | 71.2%-37.4pp | 84.0%-50.2pp | 69.3%-35.5pp |
| Annual return | 4.86% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $894 | $3,046-70.7% | $4,871-81.7% | $3,203-72.1% |
| Admin fee / account holder | $1,517 | $5,561-72.7% | $13,028-88.4% | $4,296-64.7% |