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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 | $18,501 | $45,312-59.2% | $86,233-78.5% | $67,986-72.8% |
| Participation rate | 16.2% | 42.4%-26.2pp | 69.0%-52.8pp | 57.2%-41.0pp |
| Annual return | 17.24% | 24.79%-7.5pp | 61.39%-44.1pp | 31.67%-14.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $528 | $2,185-75.9% | $4,559-88.4% | $3,358-84.3% |
| Admin fee / account holder | $2,180 | $3,295-33.8% | $8,342-73.9% | $3,203-32.0% |