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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 | $10,493 | $76,407-86.3% | $150,298-93.0% | $82,448-87.3% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 21.24% | 39.99%-18.8pp | 62.79%-41.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,579 | $3,214-50.9% | $5,453-71.0% | $4,139-61.9% |
| Admin fee / account holder | $1,079 | $6,352-83.0% | $14,116-92.4% | $7,234-85.1% |