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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 | $16,774 | $57,140-70.6% | $85,240-80.3% | $80,959-79.3% |
| Participation rate | 22.5% | 56.4%-33.9pp | 67.5%-45.1pp | 67.7%-45.2pp |
| Annual return | 13.99% | 21.71%-7.7pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,698 | $3,115-45.5% | $4,527-62.5% | $4,300-60.5% |
| Admin fee / account holder | $828 | $4,992-83.4% | $6,165-86.6% | $6,925-88.1% |