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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 | $20,092 | $29,051-30.8% | $52,425-61.7% | $67,986-70.4% |
| Participation rate | 7.2% | 30.4%-23.2pp | 55.6%-48.4pp | 57.2%-50.0pp |
| Annual return | 20.50% | 24.00%-3.5pp | 302.12%-281.6pp | 31.67%-11.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $362 | $873-58.6% | $1,790-79.8% | $3,358-89.2% |
| Admin fee / account holder | $3,034 | $2,113+43.6% | $2,495+21.6% | $3,203-5.3% |