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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 | $22,116 | $81,358-72.8% | $155,556-85.8% | $80,959-72.7% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 13.62% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,973 | $3,455-14.0% | $5,631-47.2% | $4,300-30.9% |
| Admin fee / account holder | $1,200 | $7,994-85.0% | $15,885-92.4% | $6,925-82.7% |