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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 | $26,912 | $29,051-7.4% | $52,425-48.7% | $67,986-60.4% |
| Participation rate | 4.7% | 30.4%-25.8pp | 55.6%-50.9pp | 57.2%-52.5pp |
| Annual return | 15.82% | 24.00%-8.2pp | 302.12%-286.3pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $678 | $873-22.3% | $1,790-62.1% | $3,358-79.8% |
| Admin fee / account holder | $341 | $2,113-83.9% | $2,495-86.3% | $3,203-89.4% |