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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 | $23,795 | $75,058-68.3% | $152,301-84.4% | $64,340-63.0% |
| Participation rate | 20.9% | 60.9%-40.0pp | 82.4%-61.5pp | 55.2%-34.3pp |
| Annual return | 21.51% | 29.93%-8.4pp | 80.50%-59.0pp | 24.14%-2.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,746 | $5,041-45.5% | $8,004-65.7% | $2,980-7.8% |
| Admin fee / account holder | $1,091 | $4,050-73.1% | $14,398-92.4% | $3,703-70.5% |