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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 | $24,880 | $73,955-66.4% | $96,520-74.2% | $75,181-66.9% |
| Participation rate | 24.5% | 66.4%-41.9pp | 74.3%-49.9pp | 67.2%-42.7pp |
| Annual return | 13.19% | 26.72%-13.5pp | 35.72%-22.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,646 | $3,659-55.0% | $4,879-66.3% | $4,126-60.1% |
| Admin fee / account holder | $508 | $5,217-90.3% | $6,733-92.5% | $5,650-91.0% |