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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 | $12,606 | $44,746-71.8% | $88,179-85.7% | $64,097-80.3% |
| Participation rate | 22.2% | 39.8%-17.6pp | 69.1%-46.9pp | 55.2%-33.0pp |
| Annual return | 15.19% | 24.70%-9.5pp | 64.97%-49.8pp | 34.64%-19.5pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $460 | $2,072-77.8% | $4,614-90.0% | $3,080-85.1% |
| Admin fee / account holder | $1,368 | $3,437-60.2% | $7,673-82.2% | $3,454-60.4% |