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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 | $10,290 | $45,343-77.3% | $150,298-93.2% | $67,986-84.9% |
| Participation rate | 26.0% | 51.9%-25.9pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 33.49% | 33.28%+0.2pp | 62.79%-29.3pp | 31.67%+1.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,116 | $2,055-45.7% | $5,453-79.5% | $3,358-66.8% |
| Admin fee / account holder | $1,137 | $2,250-49.4% | $14,116-91.9% | $3,203-64.5% |