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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 | $32,211 | $61,125-47.3% | $94,057-65.8% | $87,485-63.2% |
| Participation rate | 18.9% | 64.1%-45.1pp | 73.3%-54.4pp | 68.9%-50.0pp |
| Annual return | 15.72% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $792 | $3,260-75.7% | $4,709-83.2% | $4,274-81.5% |
| Admin fee / account holder | $687 | $5,629-87.8% | $7,244-90.5% | $7,775-91.2% |