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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 | $15,153 | $81,331-81.4% | $155,534-90.3% | $80,935-81.3% |
| Participation rate | 36.5% | 66.3%-29.7pp | 78.2%-41.7pp | 67.7%-31.1pp |
| Annual return | 18.48% | 33.37%-14.9pp | 64.92%-46.4pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,638 | $3,454-23.6% | $5,630-53.1% | $4,299-38.6% |
| Admin fee / account holder | $356 | $7,999-95.5% | $15,900-97.8% | $6,924-94.9% |