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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 | $24,329 | $52,682-53.8% | $78,004-68.8% | $64,097-62.0% |
| Participation rate | 14.5% | 47.7%-33.2pp | 69.4%-55.0pp | 55.2%-40.7pp |
| Annual return | 38.68% | 22.45%+16.2pp | 31.07%+7.6pp | 34.64%+4.0pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,129 | $2,346-51.9% | $4,092-72.4% | $3,080-63.3% |
| Admin fee / account holder | $2,839 | $5,420-47.6% | $7,578-62.5% | $3,454-17.8% |