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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 | $10,914 | $77,901-86.0% | $149,717-92.7% | $75,181-85.5% |
| Participation rate | 14.8% | 65.6%-50.8pp | 78.8%-64.0pp | 67.2%-52.4pp |
| Annual return | 17.98% | 31.73%-13.7pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,044 | $3,411-69.4% | $5,682-81.6% | $4,126-74.7% |
| Admin fee / account holder | $578 | $5,949-90.3% | $13,213-95.6% | $5,650-89.8% |