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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 | $24,812 | $42,909-42.2% | $152,093-83.7% | $71,012-65.1% |
| Participation rate | 12.9% | 54.7%-41.8pp | 77.8%-64.9pp | 58.6%-45.6pp |
| Annual return | 14.97% | 30.57%-15.6pp | 66.36%-51.4pp | 37.67%-22.7pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $528 | $1,904-72.3% | $5,451-90.3% | $3,246-83.7% |
| Admin fee / account holder | $1,008 | $1,014-0.6% | $14,497-93.0% | $1,167-13.7% |