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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 | $13,433 | $77,920-82.8% | $149,723-91.0% | $75,177-82.1% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 14.74% | 31.72%-17.0pp | 134.50%-119.8pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,205 | $3,411-64.7% | $5,682-78.8% | $4,126-70.8% |
| Admin fee / account holder | $854 | $5,951-85.6% | $13,215-93.5% | $5,651-84.9% |