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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 | $19,598 | $90,486-78.3% | $78,676-75.1% | $273,972-92.8% |
| Participation rate | 23.8% | 76.5%-52.7pp | 73.6%-49.8pp | 83.0%-59.2pp |
| Annual return | 6.14% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,525 | $3,901-35.3% | $3,517-28.2% | $5,287-52.3% |
| Admin fee / account holder | $1,899 | $5,263-63.9% | $4,510-57.9% | $10,133-81.3% |