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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 | $16,571 | $45,343-63.5% | $150,298-89.0% | $67,986-75.6% |
| Participation rate | 23.6% | 51.9%-28.2pp | 77.8%-54.1pp | 57.2%-33.6pp |
| Annual return | 35.55% | 33.28%+2.3pp | 62.79%-27.2pp | 31.67%+3.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $900 | $2,055-56.2% | $5,453-83.5% | $3,358-73.2% |
| Admin fee / account holder | $854 | $2,250-62.0% | $14,116-93.9% | $3,203-73.3% |