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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 | $9,313 | $97,125-90.4% | $86,233-89.2% | $137,256-93.2% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 18.78% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $842 | $5,180-83.7% | $4,559-81.5% | $6,407-86.9% |
| Admin fee / account holder | $859 | $9,725-91.2% | $8,342-89.7% | $12,270-93.0% |