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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 | $17,797 | $45,050-60.5% | $63,018-71.8% | $70,126-74.6% |
| Participation rate | 46.3% | 69.5%-23.2pp | 74.8%-28.5pp | 69.5%-23.2pp |
| Annual return | 20.58% | 18.76%+1.8pp | 87.62%-67.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,312 | $2,466-46.8% | $3,330-60.6% | $3,332-60.6% |
| Admin fee / account holder | $324 | $2,834-88.6% | $3,601-91.0% | $4,645-93.0% |