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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 | $23,845 | $72,027-66.9% | $185,835-87.2% | $79,852-70.1% |
| Participation rate | 29.9% | 65.8%-35.9pp | 78.0%-48.2pp | 69.6%-39.8pp |
| Annual return | 18.80% | 23.13%-4.3pp | 35.96%-17.2pp | 31.72%-12.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $3,780-42.7% | $5,633-61.6% | $3,740-42.1% |
| Admin fee / account holder | $519 | $4,513-88.5% | $9,502-94.5% | $5,306-90.2% |