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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 | $43,496-34.2% | $161,489-82.3% | $64,340-55.5% |
| Participation rate | 24.6% | 53.5%-28.9pp | 78.7%-54.1pp | 55.2%-30.6pp |
| Annual return | 18.91% | 20.76%-1.8pp | 89.72%-70.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,341 | $1,996-32.8% | $5,630-76.2% | $2,980-55.0% |
| Admin fee / account holder | $1,495 | $2,330-35.8% | $16,006-90.7% | $3,703-59.6% |