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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 | $24,735 | $46,599-46.9% | $64,101-61.4% | $75,173-67.1% |
| Participation rate | 26.7% | 65.9%-39.3pp | 72.3%-45.6pp | 67.2%-40.5pp |
| Annual return | 16.53% | 26.06%-9.5pp | 33.72%-17.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,433 | $2,837-14.3% | $3,881-37.3% | $4,126-41.0% |
| Admin fee / account holder | $1,240 | $2,956-58.1% | $3,070-59.6% | $5,651-78.1% |