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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 | $21,437 | $45,312-52.7% | $86,233-75.1% | $67,986-68.5% |
| Participation rate | 21.0% | 42.4%-21.4pp | 69.0%-48.0pp | 57.2%-36.2pp |
| Annual return | 32.66% | 24.79%+7.9pp | 61.39%-28.7pp | 31.67%+1.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,746 | $2,185-20.1% | $4,559-61.7% | $3,358-48.0% |
| Admin fee / account holder | $2,308 | $3,295-30.0% | $8,342-72.3% | $3,203-27.9% |