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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 | $20,159 | $102,245-80.3% | $89,340-77.4% | $137,256-85.3% |
| Participation rate | 17.4% | 74.9%-57.5pp | 69.6%-52.2pp | 80.0%-62.6pp |
| Annual return | 19.52% | 21.89%-2.4pp | 20.57%-1.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,469 | $4,436-66.9% | $3,823-61.6% | $6,407-77.1% |
| Admin fee / account holder | $1,675 | $8,085-79.3% | $6,704-75.0% | $12,270-86.4% |