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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 | $20,282 | $53,583-62.1% | $114,563-82.3% | $64,340-68.5% |
| Participation rate | 33.3% | 47.4%-14.0pp | 72.9%-39.6pp | 55.2%-21.9pp |
| Annual return | 16.04% | 24.51%-8.5pp | 241.09%-225.0pp | 24.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,262 | $2,134-40.8% | $4,142-69.5% | $2,980-57.6% |
| Admin fee / account holder | $820 | $3,206-74.4% | $7,623-89.2% | $3,703-77.9% |