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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 | $41,016-74.9% | $152,093-93.2% | $64,097-83.9% |
| Participation rate | 26.0% | 51.3%-25.4pp | 77.8%-51.8pp | 55.2%-29.2pp |
| Annual return | 33.49% | 39.60%-6.1pp | 66.36%-32.9pp | 34.64%-1.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,116 | $1,927-42.1% | $5,451-79.5% | $3,080-63.8% |
| Admin fee / account holder | $1,137 | $2,305-50.7% | $14,497-92.2% | $3,454-67.1% |