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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 | $18,974 | $45,343-58.2% | $150,298-87.4% | $67,986-72.1% |
| Participation rate | 11.2% | 51.9%-40.6pp | 77.8%-66.5pp | 57.2%-46.0pp |
| Annual return | 16.93% | 33.28%-16.3pp | 62.79%-45.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $580 | $2,055-71.8% | $5,453-89.4% | $3,358-82.7% |
| Admin fee / account holder | $684 | $2,250-69.6% | $14,116-95.2% | $3,203-78.6% |