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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 | $24,319 | $72,272-66.4% | $101,264-76.0% | $79,858-69.5% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 12.72% | 22.30%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,670 | $3,282-49.1% | $4,370-61.8% | $3,740-55.4% |
| Admin fee / account holder | $1,423 | $4,401-67.7% | $5,947-76.1% | $5,306-73.2% |