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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 | $18,460 | $99,345-81.4% | $84,753-78.2% | $273,972-93.3% |
| Participation rate | 23.8% | 80.7%-56.9pp | 76.6%-52.8pp | 83.0%-59.2pp |
| Annual return | 12.71% | 22.93%-10.2pp | 22.78%-10.1pp | 41.46%-28.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,781 | $4,270-58.3% | $3,712-52.0% | $5,287-66.3% |
| Admin fee / account holder | $3,160 | $6,645-52.4% | $5,333-40.7% | $10,133-68.8% |