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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 | $30,771 | $76,407-59.7% | $150,298-79.5% | $82,448-62.7% |
| Participation rate | 23.5% | 66.4%-42.9pp | 77.8%-54.2pp | 68.1%-44.5pp |
| Annual return | 17.85% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,545 | $3,214-51.9% | $5,453-71.7% | $4,139-62.7% |
| Admin fee / account holder | $467 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |