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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 | $23,621 | $81,331-71.0% | $155,534-84.8% | $80,935-70.8% |
| Participation rate | 21.1% | 66.3%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 14.35% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,784 | $3,454-48.4% | $5,630-68.3% | $4,299-58.5% |
| Admin fee / account holder | $1,348 | $7,999-83.2% | $15,900-91.5% | $6,924-80.5% |