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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 | $29,808 | $73,955-59.7% | $96,520-69.1% | $75,181-60.4% |
| Participation rate | 17.9% | 66.4%-48.5pp | 74.3%-56.4pp | 67.2%-49.3pp |
| Annual return | 13.57% | 26.72%-13.2pp | 35.72%-22.1pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,585 | $3,659-56.7% | $4,879-67.5% | $4,126-61.6% |
| Admin fee / account holder | $1,290 | $5,217-75.3% | $6,733-80.8% | $5,650-77.2% |