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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 | $23,992 | $73,978-67.6% | $96,515-75.1% | $75,173-68.1% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.4pp | 67.2%-19.3pp |
| Annual return | 13.45% | 26.72%-13.3pp | 35.73%-22.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,168 | $3,660-40.8% | $4,880-55.6% | $4,126-47.5% |
| Admin fee / account holder | $1,265 | $5,219-75.8% | $6,735-81.2% | $5,651-77.6% |