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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 | $16,977 | $45,343-62.6% | $150,298-88.7% | $67,986-75.0% |
| Participation rate | 18.3% | 51.9%-33.5pp | 77.8%-59.4pp | 57.2%-38.9pp |
| Annual return | 18.14% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $843 | $2,055-59.0% | $5,453-84.5% | $3,358-74.9% |
| Admin fee / account holder | $2,154 | $2,250-4.3% | $14,116-84.7% | $3,203-32.8% |