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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 | $11,439 | $116,167-90.2% | $64,489-82.3% | $137,256-91.7% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 19.40% | 36.55%-17.1pp | 55.03%-35.6pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,911 | $4,215-54.7% | $2,778-31.2% | $6,407-70.2% |
| Admin fee / account holder | $805 | $6,188-87.0% | $4,260-81.1% | $12,270-93.4% |