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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 | $25,574 | $46,464-45.0% | $150,298-83.0% | $79,634-67.9% |
| Participation rate | 6.5% | 57.0%-50.4pp | 77.8%-71.2pp | 62.5%-56.0pp |
| Annual return | 21.45% | 27.89%-6.4pp | 62.79%-41.3pp | 36.46%-15.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $559 | $2,157-74.1% | $5,453-89.8% | $3,835-85.4% |
| Admin fee / account holder | $4,081 | $891+358.2% | $14,116-71.1% | $1,002+307.3% |