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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 | $15,910 | $81,331-80.4% | $155,534-89.8% | $80,935-80.3% |
| Participation rate | 45.6% | 66.3%-20.6pp | 78.2%-32.6pp | 67.7%-22.0pp |
| Annual return | 16.99% | 33.37%-16.4pp | 64.92%-47.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,151 | $3,454-66.7% | $5,630-79.6% | $4,299-73.2% |
| Admin fee / account holder | $723 | $7,999-91.0% | $15,900-95.5% | $6,924-89.6% |