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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 | $19,694 | $62,672-68.6% | $185,117-89.4% | $70,126-71.9% |
| Participation rate | 25.0% | 63.8%-38.8pp | 77.3%-52.3pp | 69.5%-44.5pp |
| Annual return | 20.14% | 40.79%-20.7pp | 40.50%-20.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,010 | $3,272-38.6% | $5,045-60.2% | $3,332-39.7% |
| Admin fee / account holder | $573 | $3,932-85.4% | $8,159-93.0% | $4,645-87.7% |