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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 | $16,393 | $116,360-85.9% | $65,566-75.0% | $139,466-88.2% |
| Participation rate | 13.3% | 67.8%-54.4pp | 64.9%-51.6pp | 80.3%-67.0pp |
| Annual return | 15.18% | 31.23%-16.0pp | 47.40%-32.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $873 | $4,242-79.4% | $2,832-69.2% | $6,712-87.0% |
| Admin fee / account holder | $714 | $6,701-89.4% | $4,114-82.7% | $11,409-93.7% |