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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 | $21,870 | $75,541-71.0% | $152,093-85.6% | $82,637-73.5% |
| Participation rate | 46.3% | 66.5%-20.3pp | 77.8%-31.5pp | 68.1%-21.8pp |
| Annual return | 14.87% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,107 | $3,206-65.5% | $5,451-79.7% | $4,126-73.2% |
| Admin fee / account holder | $3,025 | $6,405-52.8% | $14,497-79.1% | $7,339-58.8% |