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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 | $17,485 | $45,050-61.2% | $63,018-72.3% | $70,126-75.1% |
| Participation rate | 32.1% | 69.5%-37.5pp | 74.8%-42.8pp | 69.5%-37.5pp |
| Annual return | 16.18% | 18.76%-2.6pp | 87.62%-71.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $810 | $2,466-67.2% | $3,330-75.7% | $3,332-75.7% |
| Admin fee / account holder | $1,153 | $2,834-59.3% | $3,601-68.0% | $4,645-75.2% |