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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 | $28,990 | $81,233-64.3% | $155,567-81.4% | $80,874-64.2% |
| Participation rate | 24.6% | 66.2%-41.6pp | 78.2%-53.6pp | 67.6%-43.0pp |
| Annual return | 16.63% | 33.33%-16.7pp | 64.74%-48.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,465 | $3,452-28.6% | $5,628-56.2% | $4,297-42.6% |
| Admin fee / account holder | $4,050 | $7,998-49.4% | $15,916-74.6% | $6,935-41.6% |