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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 | $16,050 | $48,053-66.6% | $84,628-81.0% | $72,975-78.0% |
| Participation rate | 22.2% | 57.6%-35.4pp | 68.2%-46.0pp | 69.5%-47.3pp |
| Annual return | 22.75% | 37.39%-14.6pp | 258.80%-236.1pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $957 | $2,681-64.3% | $3,900-75.5% | $3,608-73.5% |
| Admin fee / account holder | $458 | $3,395-86.5% | $4,914-90.7% | $5,124-91.1% |