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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 | $29,409 | $84,953-65.4% | $163,379-82.0% | $82,637-64.4% |
| Participation rate | 27.4% | 65.9%-38.5pp | 76.8%-49.4pp | 68.1%-40.6pp |
| Annual return | 15.50% | 23.07%-7.6pp | 63.41%-47.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,748 | $4,326-59.6% | $6,282-72.2% | $4,126-57.6% |
| Admin fee / account holder | $609 | $7,921-92.3% | $9,818-93.8% | $7,339-91.7% |