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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 | $25,614 | $42,909-40.3% | $152,093-83.2% | $71,012-63.9% |
| Participation rate | 26.6% | 54.7%-28.1pp | 77.8%-51.2pp | 58.6%-32.0pp |
| Annual return | 18.90% | 30.57%-11.7pp | 66.36%-47.5pp | 37.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,900 | $1,904-0.2% | $5,451-65.1% | $3,246-41.5% |
| Admin fee / account holder | $2,715 | $1,014+167.8% | $14,497-81.3% | $1,167+132.7% |