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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 | $19,276 | $29,667-35.0% | $56,441-65.8% | $80,874-76.2% |
| Participation rate | 49.4% | 41.7%+7.7pp | 52.5%-3.1pp | 67.6%-18.3pp |
| Annual return | 11.16% | 35.22%-24.1pp | 1704.21%-1693.0pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $995 | $1,227-18.9% | $1,953-49.0% | $4,297-76.8% |
| Admin fee / account holder | $1,854 | $2,429-23.7% | $2,829-34.5% | $6,935-73.3% |