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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 | $14,287 | $76,407-81.3% | $150,298-90.5% | $82,448-82.7% |
| Participation rate | 48.6% | 66.4%-17.8pp | 77.8%-29.2pp | 68.1%-19.5pp |
| Annual return | 21.14% | 39.99%-18.9pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,828 | $3,214-43.1% | $5,453-66.5% | $4,139-55.8% |
| Admin fee / account holder | $942 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |