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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 | $10,219 | $77,814-86.9% | $158,223-93.5% | $86,983-88.3% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 16.79% | 30.54%-13.8pp | 52.09%-35.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,136 | $3,270-65.3% | $5,467-79.2% | $4,194-72.9% |
| Admin fee / account holder | $637 | $5,879-89.2% | $16,047-96.0% | $7,856-91.9% |