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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 | $22,763 | $86,050-73.5% | $189,758-88.0% | $94,015-75.8% |
| Participation rate | 22.9% | 68.9%-46.0pp | 79.8%-56.9pp | 70.8%-48.0pp |
| Annual return | 17.28% | 17.77%-0.5pp | 52.62%-35.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,221 | $3,349-63.5% | $5,856-79.1% | $4,249-71.3% |
| Admin fee / account holder | $2,520 | $6,627-62.0% | $20,388-87.6% | $8,951-71.9% |