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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 | $18,606 | $61,356-69.7% | $149,696-87.6% | $71,511-74.0% |
| Participation rate | 27.2% | 62.5%-35.3pp | 78.8%-51.6pp | 67.9%-40.7pp |
| Annual return | 13.99% | 35.86%-21.9pp | 134.46%-120.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,596 | $2,920-45.4% | $5,682-71.9% | $4,291-62.8% |
| Admin fee / account holder | $3,662 | $1,263+189.9% | $13,212-72.3% | $1,588+130.5% |