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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 | $24,361 | $96,558-74.8% | $80,977-69.9% | $273,972-91.1% |
| Participation rate | 20.0% | 79.1%-59.1pp | 75.8%-55.8pp | 83.0%-63.0pp |
| Annual return | 5.48% | 15.14%-9.7pp | 17.11%-11.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,524 | $6,598-46.6% | $5,696-38.1% | $5,287-33.3% |
| Admin fee / account holder | $6,384 | $7,493-14.8% | $5,517+15.7% | $10,133-37.0% |