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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 | $28,610 | $45,343-36.9% | $150,298-81.0% | $67,986-57.9% |
| Participation rate | 24.6% | 51.9%-27.2pp | 77.8%-53.1pp | 57.2%-32.6pp |
| Annual return | 18.91% | 33.28%-14.4pp | 62.79%-43.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,341 | $2,055-34.8% | $5,453-75.4% | $3,358-60.1% |
| Admin fee / account holder | $1,495 | $2,250-33.5% | $14,116-89.4% | $3,203-53.3% |