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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 | $13,107 | $43,496-69.9% | $161,489-91.9% | $64,340-79.6% |
| Participation rate | 30.9% | 53.5%-22.6pp | 78.7%-47.8pp | 55.2%-24.3pp |
| Annual return | 21.90% | 20.76%+1.1pp | 89.72%-67.8pp | 24.14%-2.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,038 | $1,996-48.0% | $5,630-81.6% | $2,980-65.2% |
| Admin fee / account holder | $2,300 | $2,330-1.3% | $16,006-85.6% | $3,703-37.9% |