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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 | $19,059 | $52,678-63.8% | $75,784-74.9% | $59,633-68.0% |
| Participation rate | 54.3% | 67.2%-12.9pp | 75.8%-21.5pp | 68.7%-14.3pp |
| Annual return | 22.00% | 2.95%+19.0pp | 9.68%+12.3pp | 2041.45%-2019.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,078 | $2,591-58.4% | $3,652-70.5% | $3,192-66.2% |
| Admin fee / account holder | $323 | $3,610-91.0% | $5,300-93.9% | $4,297-92.5% |