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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 | $27,396 | $41,016-33.2% | $152,093-82.0% | $64,097-57.3% |
| Participation rate | 13.4% | 51.3%-37.9pp | 77.8%-64.3pp | 55.2%-41.8pp |
| Annual return | 14.45% | 39.60%-25.1pp | 66.36%-51.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $948 | $1,927-50.8% | $5,451-82.6% | $3,080-69.2% |
| Admin fee / account holder | $3,637 | $2,305+57.8% | $14,497-74.9% | $3,454+5.3% |