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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 | $24,296 | $46,464-47.7% | $150,298-83.8% | $79,634-69.5% |
| Participation rate | 10.1% | 57.0%-46.8pp | 77.8%-67.6pp | 62.5%-52.4pp |
| Annual return | 23.19% | 27.89%-4.7pp | 62.79%-39.6pp | 36.46%-13.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $565 | $2,157-73.8% | $5,453-89.6% | $3,835-85.3% |
| Admin fee / account holder | $1,503 | $891+68.8% | $14,116-89.4% | $1,002+50.0% |