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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 | $21,861 | $59,440-63.2% | $78,004-72.0% | $82,637-73.5% |
| Participation rate | 26.7% | 62.8%-36.2pp | 69.4%-42.8pp | 68.1%-41.4pp |
| Annual return | 22.01% | 40.24%-18.2pp | 31.07%-9.1pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,742 | $3,138-44.5% | $4,092-57.4% | $4,126-57.8% |
| Admin fee / account holder | $772 | $5,504-86.0% | $7,578-89.8% | $7,339-89.5% |