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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 | $22,386 | $77,638-71.2% | $156,551-85.7% | $62,881-64.4% |
| Participation rate | 26.2% | 71.2%-45.0pp | 84.0%-57.8pp | 69.3%-43.1pp |
| Annual return | 7.64% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $890 | $3,046-70.8% | $4,871-81.7% | $3,203-72.2% |
| Admin fee / account holder | $939 | $5,561-83.1% | $13,028-92.8% | $4,296-78.1% |