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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 | $20,623 | $57,140-63.9% | $85,240-75.8% | $80,959-74.5% |
| Participation rate | 42.9% | 56.4%-13.6pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 15.05% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,585 | $3,115-49.1% | $4,527-65.0% | $4,300-63.1% |
| Admin fee / account holder | $1,368 | $4,992-72.6% | $6,165-77.8% | $6,925-80.2% |