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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 | $16,506 | $31,105-46.9% | $53,647-69.2% | $64,097-74.2% |
| Participation rate | 8.6% | 30.7%-22.1pp | 56.3%-47.7pp | 55.2%-46.6pp |
| Annual return | 16.58% | 22.54%-6.0pp | 358.33%-341.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $452 | $896-49.5% | $1,813-75.1% | $3,080-85.3% |
| Admin fee / account holder | $696 | $2,195-68.3% | $2,460-71.7% | $3,454-79.8% |