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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 | $31,105-35.4% | $53,647-62.5% | $64,097-68.7% |
| Participation rate | 7.2% | 30.7%-23.5pp | 56.3%-49.1pp | 55.2%-48.0pp |
| Annual return | 20.50% | 22.54%-2.0pp | 358.33%-337.8pp | 34.64%-14.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $362 | $896-59.7% | $1,813-80.1% | $3,080-88.3% |
| Admin fee / account holder | $3,034 | $2,195+38.2% | $2,460+23.4% | $3,454-12.2% |