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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 | $15,672 | $45,343-65.4% | $150,298-89.6% | $67,986-76.9% |
| Participation rate | 17.8% | 51.9%-34.1pp | 77.8%-60.0pp | 57.2%-39.4pp |
| Annual return | 23.24% | 33.28%-10.0pp | 62.79%-39.5pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $700 | $2,055-65.9% | $5,453-87.2% | $3,358-79.2% |
| Admin fee / account holder | $1,466 | $2,250-34.8% | $14,116-89.6% | $3,203-54.2% |