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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 | $10,835 | $55,902-80.6% | $76,030-85.7% | $80,959-86.6% |
| Participation rate | 38.3% | 62.1%-23.8pp | 69.1%-30.8pp | 67.7%-29.4pp |
| Annual return | 10.33% | 20.59%-10.3pp | 361.54%-351.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,760 | $3,051-42.3% | $4,257-58.6% | $4,300-59.1% |
| Admin fee / account holder | $1,761 | $5,239-66.4% | $6,421-72.6% | $6,925-74.6% |