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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 | $24,769 | $72,027-65.6% | $185,861-86.7% | $79,856-69.0% |
| Participation rate | 25.0% | 65.8%-40.8pp | 78.0%-53.0pp | 69.6%-44.6pp |
| Annual return | 21.47% | 23.13%-1.7pp | 35.96%-14.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,160 | $3,780-42.9% | $5,634-61.7% | $3,741-42.3% |
| Admin fee / account holder | $422 | $4,513-90.6% | $9,503-95.6% | $5,306-92.0% |