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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 | $12,531 | $81,233-84.6% | $155,567-91.9% | $80,874-84.5% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 11.82% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,598 | $3,452-24.8% | $5,628-53.8% | $4,297-39.5% |
| Admin fee / account holder | $431 | $7,998-94.6% | $15,916-97.3% | $6,935-93.8% |