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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 | $7,446 | $76,407-90.3% | $150,298-95.0% | $82,448-91.0% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 18.26% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,307 | $3,214-59.3% | $5,453-76.0% | $4,139-68.4% |
| Admin fee / account holder | $1,484 | $6,352-76.6% | $14,116-89.5% | $7,234-79.5% |