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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 | $22,494 | $51,202-56.1% | $70,548-68.1% | $75,181-70.1% |
| Participation rate | 25.0% | 61.0%-36.0pp | 68.3%-43.3pp | 67.2%-42.2pp |
| Annual return | 17.74% | 30.05%-12.3pp | 32.78%-15.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,109 | $2,850-61.1% | $4,567-75.7% | $4,126-73.1% |
| Admin fee / account holder | $1,363 | $4,094-66.7% | $6,424-78.8% | $5,650-75.9% |