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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 | $15,991 | $75,541-78.8% | $152,093-89.5% | $82,637-80.6% |
| Participation rate | 39.0% | 66.5%-27.5pp | 77.8%-38.7pp | 68.1%-29.0pp |
| Annual return | 22.46% | 32.56%-10.1pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,306 | $3,206-59.2% | $5,451-76.0% | $4,126-68.3% |
| Admin fee / account holder | $3,600 | $6,405-43.8% | $14,497-75.2% | $7,339-50.9% |