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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 | $26,065 | $46,877-44.4% | $122,354-78.7% | $70,126-62.8% |
| Participation rate | 41.3% | 58.2%-17.0pp | 71.6%-30.4pp | 69.5%-28.3pp |
| Annual return | 14.36% | 24.22%-9.9pp | 30.28%-15.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,341 | $2,167-38.1% | $3,287-59.2% | $3,332-59.7% |
| Admin fee / account holder | $553 | $3,324-83.4% | $5,479-89.9% | $4,645-88.1% |