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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 | $12,467 | $123,155-89.9% | $108,753-88.5% | $155,188-92.0% |
| Participation rate | 58.8% | 75.6%-16.8pp | 71.1%-12.3pp | 80.8%-22.0pp |
| Annual return | 7.29% | 44.73%-37.4pp | 37.47%-30.2pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,365 | $4,623-48.8% | $4,115-42.5% | $6,531-63.8% |
| Admin fee / account holder | $1,204 | $12,126-90.1% | $10,320-88.3% | $14,480-91.7% |