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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 | $12,491 | $32,425-61.5% | $74,577-83.3% | $55,167-77.4% |
| Participation rate | 11.3% | 54.0%-42.7pp | 68.1%-56.8pp | 69.0%-57.7pp |
| Annual return | 7.81% | 10.63%-2.8pp | 20.47%-12.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,059 | $1,995-46.9% | $3,458-69.4% | $3,054-65.3% |
| Admin fee / account holder | $367 | $748-50.9% | $4,138-91.1% | $504-27.1% |