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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 | $18,989 | $50,919-62.7% | $155,556-87.8% | $77,762-75.6% |
| Participation rate | 19.5% | 63.1%-43.6pp | 78.2%-58.7pp | 70.6%-51.1pp |
| Annual return | 27.26% | 34.84%-7.6pp | 64.84%-37.6pp | 31.27%-4.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,290 | $2,824-54.3% | $5,631-77.1% | $4,651-72.3% |
| Admin fee / account holder | $2,754 | $437+530.6% | $15,885-82.7% | $433+536.2% |