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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 | $13,802 | $55,930-75.3% | $76,089-81.9% | $80,925-82.9% |
| Participation rate | 37.5% | 62.1%-24.6pp | 69.1%-31.6pp | 67.7%-30.2pp |
| Annual return | 15.59% | 20.58%-5.0pp | 360.94%-345.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,027 | $3,051-66.3% | $4,259-75.9% | $4,299-76.1% |
| Admin fee / account holder | $510 | $5,241-90.3% | $6,418-92.1% | $6,940-92.7% |