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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 | $16,795 | $44,984-62.7% | $85,009-80.2% | $74,546-77.5% |
| Participation rate | 23.5% | 49.4%-25.9pp | 67.5%-44.1pp | 67.2%-43.8pp |
| Annual return | 12.13% | 26.25%-14.1pp | 66.47%-54.3pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,198 | $2,733-56.2% | $4,522-73.5% | $4,347-72.4% |
| Admin fee / account holder | $2,228 | $2,208+0.9% | $6,153-63.8% | $1,944+14.7% |