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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 | $25,620 | $76,407-66.5% | $150,298-83.0% | $82,448-68.9% |
| Participation rate | 17.4% | 66.4%-49.0pp | 77.8%-60.4pp | 68.1%-50.7pp |
| Annual return | 15.73% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,897 | $3,214-41.0% | $5,453-65.2% | $4,139-54.2% |
| Admin fee / account holder | $1,132 | $6,352-82.2% | $14,116-92.0% | $7,234-84.4% |