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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 | $43,496-61.9% | $161,489-89.7% | $64,340-74.2% |
| Participation rate | 23.6% | 53.5%-29.9pp | 78.7%-55.1pp | 55.2%-31.6pp |
| Annual return | 35.55% | 20.76%+14.8pp | 89.72%-54.2pp | 24.14%+11.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $900 | $1,996-54.9% | $5,630-84.0% | $2,980-69.8% |
| Admin fee / account holder | $854 | $2,330-63.3% | $16,006-94.7% | $3,703-76.9% |