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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 | $15,219 | $49,024-69.0% | $112,860-86.5% | $87,485-82.6% |
| Participation rate | 25.8% | 62.2%-36.4pp | 66.3%-40.5pp | 68.9%-43.1pp |
| Annual return | 14.68% | 43.86%-29.2pp | 35.26%-20.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $990 | $2,209-55.2% | $3,493-71.7% | $4,274-76.8% |
| Admin fee / account holder | $2,114 | $6,266-66.3% | $6,841-69.1% | $7,775-72.8% |