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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 | $43,749-34.6% | $158,223-81.9% | $65,306-56.2% |
| Participation rate | 24.6% | 56.9%-32.3pp | 79.2%-54.6pp | 57.7%-33.0pp |
| Annual return | 18.91% | 19.41%-0.5pp | 52.09%-33.2pp | 21.94%-3.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,341 | $2,019-33.6% | $5,467-75.5% | $2,959-54.7% |
| Admin fee / account holder | $1,495 | $1,930-22.5% | $16,047-90.7% | $3,480-57.0% |