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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 | $21,023 | $56,110-62.5% | $94,993-77.9% | $70,126-70.0% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 16.12% | 51.02%-34.9pp | 27.14%-11.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,159 | $2,391-51.5% | $3,317-65.1% | $3,332-65.2% |
| Admin fee / account holder | $1,103 | $3,456-68.1% | $4,960-77.8% | $4,645-76.3% |