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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 | $25,354 | $54,541-53.5% | $78,778-67.8% | $70,126-63.8% |
| Participation rate | 31.6% | 60.8%-29.2pp | 69.2%-37.5pp | 69.5%-37.9pp |
| Annual return | 16.45% | 21.07%-4.6pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,145 | $2,210-48.2% | $2,958-61.3% | $3,332-65.6% |
| Admin fee / account holder | $1,815 | $3,709-51.1% | $5,134-64.6% | $4,645-60.9% |