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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 | $22,808 | $76,407-70.1% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 19.5% | 66.4%-46.9pp | 77.8%-58.2pp | 68.1%-48.5pp |
| Annual return | 21.50% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,210 | $3,214-62.3% | $5,453-77.8% | $4,139-70.8% |
| Admin fee / account holder | $435 | $6,352-93.1% | $14,116-96.9% | $7,234-94.0% |