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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 | $24,354 | $71,215-65.8% | $93,696-74.0% | $80,935-69.9% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 12.61% | 11.27%+1.3pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,366 | $4,037-66.2% | $4,417-69.1% | $4,299-68.2% |
| Admin fee / account holder | $5,281 | $6,958-24.1% | $8,287-36.3% | $6,924-23.7% |