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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 | $15,682 | $81,331-80.7% | $155,534-89.9% | $80,935-80.6% |
| Participation rate | 42.0% | 66.3%-24.3pp | 78.2%-36.2pp | 67.7%-25.7pp |
| Annual return | 12.42% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $908 | $3,454-73.7% | $5,630-83.9% | $4,299-78.9% |
| Admin fee / account holder | $2,911 | $7,999-63.6% | $15,900-81.7% | $6,924-58.0% |