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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 | $16,332 | $84,236-80.6% | $170,435-90.4% | $70,126-76.7% |
| Participation rate | 16.2% | 70.8%-54.6pp | 83.6%-67.4pp | 69.5%-53.3pp |
| Annual return | 25.25% | 23.06%+2.2pp | 205.94%-180.7pp | 73.15%-47.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,587 | $3,086-48.6% | $4,939-67.9% | $3,332-52.4% |
| Admin fee / account holder | $2,052 | $5,698-64.0% | $13,881-85.2% | $4,645-55.8% |