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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 | $20,129 | $42,683-52.8% | $112,860-82.2% | $64,340-68.7% |
| Participation rate | 26.7% | 58.7%-31.9pp | 66.3%-39.6pp | 55.2%-28.5pp |
| Annual return | 15.56% | 60.53%-45.0pp | 35.26%-19.7pp | 24.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $2,206-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $976 | $2,315-57.8% | $3,493-72.1% | $2,980-67.2% |
| Admin fee / account holder | $1,749 | $3,670-52.4% | $6,841-74.4% | $3,703-52.8% |