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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 | $22,411 | $94,439-76.3% | $73,658-69.6% | $154,746-85.5% |
| Participation rate | 47.6% | 64.7%-17.0pp | 57.0%-9.4pp | 80.7%-33.1pp |
| Annual return | 16.44% | 28.25%-11.8pp | 29.72%-13.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,123 | $2,527-55.6% | $2,062-45.6% | $6,730-83.3% |
| Admin fee / account holder | $373 | $3,843-90.3% | $3,357-88.9% | $14,365-97.4% |