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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 | $12,354 | $57,590-78.5% | $86,233-85.7% | $82,448-85.0% |
| Participation rate | 35.1% | 57.9%-22.7pp | 69.0%-33.9pp | 68.1%-32.9pp |
| Annual return | 25.82% | 22.41%+3.4pp | 61.39%-35.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,876 | $3,080-39.1% | $4,559-58.8% | $4,139-54.7% |
| Admin fee / account holder | $311 | $4,730-93.4% | $8,342-96.3% | $7,234-95.7% |