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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 | $21,067 | $108,201-80.5% | $77,498-72.8% | $158,931-86.7% |
| Participation rate | 18.2% | 64.4%-46.2pp | 54.2%-36.0pp | 82.0%-63.8pp |
| Annual return | 7.85% | 31.68%-23.8pp | 54.79%-46.9pp | 302.86%-295.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,457-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $750 | $3,709-79.8% | $2,858-73.8% | $11,247-93.3% |