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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 | $22,013 | $58,627-62.5% | $76,735-71.3% | $82,448-73.3% |
| Participation rate | 35.7% | 63.2%-27.5pp | 69.5%-33.8pp | 68.1%-32.4pp |
| Annual return | 18.38% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,199 | $3,134-61.7% | $4,088-70.7% | $4,139-71.0% |
| Admin fee / account holder | $1,250 | $5,323-76.5% | $7,189-82.6% | $7,234-82.7% |