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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 | $22,899 | $81,331-71.8% | $155,534-85.3% | $80,935-71.7% |
| Participation rate | 50.9% | 66.3%-15.4pp | 78.2%-27.3pp | 67.7%-16.8pp |
| Annual return | 18.59% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,287 | $3,454-33.8% | $5,630-59.4% | $4,299-46.8% |
| Admin fee / account holder | $3,011 | $7,999-62.4% | $15,900-81.1% | $6,924-56.5% |