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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 | $20,438 | $47,848-57.3% | $81,473-74.9% | $70,124-70.9% |
| Participation rate | 8.3% | 58.3%-49.9pp | 68.0%-59.6pp | 69.5%-61.2pp |
| Annual return | 17.46% | 27.25%-9.8pp | 38.78%-21.3pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,563 | $2,453-36.3% | $3,537-55.8% | $3,332-53.1% |
| Admin fee / account holder | $1,379 | $3,145-56.1% | $4,561-69.8% | $4,645-70.3% |