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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 | $23,099 | $93,617-75.3% | $135,982-83.0% | $75,177-69.3% |
| Participation rate | 25.6% | 75.2%-49.6pp | 81.9%-56.3pp | 67.2%-41.6pp |
| Annual return | 17.78% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,063 | $6,406-52.2% | $7,760-60.5% | $4,126-25.8% |
| Admin fee / account holder | $5,779 | $6,980-17.2% | $10,767-46.3% | $5,651+2.3% |