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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 | $17,114 | $37,436-54.3% | $77,513-77.9% | $79,858-78.6% |
| Participation rate | 17.9% | 41.5%-23.6pp | 54.2%-36.2pp | 69.6%-51.7pp |
| Annual return | 16.61% | 39.75%-23.1pp | 54.81%-38.2pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $432 | $1,261-65.7% | $1,861-76.8% | $3,740-88.4% |
| Admin fee / account holder | $453 | $2,505-81.9% | $2,859-84.1% | $5,306-91.5% |