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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 | $18,623 | $72,012-74.1% | $185,827-90.0% | $79,858-76.7% |
| Participation rate | 29.1% | 65.8%-36.7pp | 78.0%-48.9pp | 69.6%-40.5pp |
| Annual return | 25.84% | 23.12%+2.7pp | 35.96%-10.1pp | 31.72%-5.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,392 | $3,779-63.2% | $5,633-75.3% | $3,740-62.8% |
| Admin fee / account holder | $802 | $4,513-82.2% | $9,502-91.6% | $5,306-84.9% |